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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 42-1484983 | Recordkeeping | $8,226 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $687 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $29 |
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 | $545 | $29,507-98.2% | $56,025-99.0% | $77,762-99.3% |
| Participation rate | 92.7% | 32.7%+60.0pp | 52.5%+40.2pp | 70.6%+22.1pp |
| Annual return | 0.00% | 18.90%-18.9pp | 1712.69%-1712.7pp | 31.27%-31.3pp |
| Employer contribution / active EE | $263 | $570-53.9% | $1,042-74.8% | $2,728-90.4% |
| Participant deferral / active EE | $400 | $1,062-62.3% | $1,955-79.5% | $4,651-91.4% |
| Admin fee / account holder | $14 | $1,041-98.6% | $2,828-99.5% | $433-96.7% |