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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 13-3689044 | Recordkeeping | $35,278 |
CETERA ADVISOR NETWORKS LLC3+ years Filed as: CETERA RETIREMENT PLAN SPECIALISTS Service code 15 · EIN 94-2279761 | Recordkeeping | $15,815 |
FRSCPA, PLLC1 year Filed as: FRSCPA PLLC Service code 10 · EIN 59-2482214 | Accounting | $3,200 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,964 | $29,369-72.9% | $77,552-89.7% | $73,412-89.2% |
| Participation rate | 74.0% | 37.9%+36.1pp | 54.2%+19.9pp | 72.2%+1.9pp |
| Annual return | 15.71% | 358.15%-342.4pp | 54.82%-39.1pp | 59.30%-43.6pp |
| Employer contribution / active EE | $0 | $406-100.0% | $987-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $585 | $941-37.9% | $1,861-68.6% | $3,806-84.6% |
| Admin fee / account holder | $124 | $123+1.2% | $2,859-95.7% | $158-21.4% |