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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: FINANCIAL ADVOCATES INVESTMENT MANA Service code 27 · EIN 27-0435466 | Advisory (Plan) | $14,461 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $4,010 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $0 |
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 | $13,449 | $43,999-69.4% | $79,467-83.1% | $55,725-75.9% |
| Participation rate | 82.7% | 66.9%+15.8pp | 73.3%+9.4pp | 70.9%+11.9pp |
| Annual return | -6.07% | 1.81%-7.9pp | 718.30%-724.4pp | 244.93%-251.0pp |
| Employer contribution / active EE | $1,028 | $1,830-43.8% | $2,800-63.3% | $2,078-50.5% |
| Participant deferral / active EE | $1,656 | $2,538-34.8% | $3,704-55.3% | $3,356-50.7% |
| Admin fee / account holder | $58 | $118-50.3% | $5,104-98.9% | $115-49.2% |