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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $125,481 |
Service code 15 · EIN 59-2438373 | Recordkeeping | $26,301 |
FIRST WESTERN TRUST BANK3 years Service code 27 · EIN 27-0083857 | Advisory (Plan) | $22,844 |
Filed as: 3(16) FIDUCIARY SERVICES CORPORATIO Service code 14 · EIN 45-4813650 | Plan Administrator | $22,703 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,780 | $47,766-50.2% | $82,763-71.3% | $64,824-63.3% |
| Participation rate | 76.7% | 67.7%+9.0pp | 72.6%+4.1pp | 71.5%+5.2pp |
| Annual return | -14.19% | -13.06%-1.1pp | 702.45%-716.6pp | 32.84%-47.0pp |
| Employer contribution / active EE | $2,231 | $2,182+2.3% | $3,008-25.8% | $2,507-11.0% |
| Participant deferral / active EE | $4,514 | $3,332+35.5% | $4,395+2.7% | $4,311+4.7% |
| Admin fee / account holder | $193 | $143+34.9% | $5,325-96.4% | $188+2.7% |