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| Provider | Service type | Compensation |
|---|---|---|
ERISA SERVICES, INC.1 year Service code 15 · EIN 62-1200951 | Recordkeeping | $14,917 |
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $13,463 |
Filed as: MML INVESTORS SERVICES LLC Service code 22 · EIN 04-1590850 | Insurance Broker | $12,812 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,221 | $106,230-88.5% | $147,080-91.7% | $77,736-84.3% |
| Participation rate | 93.2% | 78.4%+14.8pp | 82.2%+11.0pp | 70.6%+22.6pp |
| Annual return | 39.06% | 56.91%-17.9pp | 420.17%-381.1pp | 31.26%+7.8pp |
| Employer contribution / active EE | $1,906 | $4,072-53.2% | $4,933-61.4% | $2,728-30.1% |
| Participant deferral / active EE | $3,958 | $8,001-50.5% | $8,066-50.9% | $4,651-14.9% |
| Admin fee / account holder | $128 | $338-62.0% | $12,989-99.0% | $433-70.4% |