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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $11,106 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $860 |
Filed as: ABD RETIREMENT SERVICES, INC. Service code 22 · EIN 27-0673528 | Insurance Broker | $0 |
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 | $39,088 | $66,302-41.0% | $110,243-64.5% | $56,287-30.6% |
| Participation rate | 95.7% | 74.9%+20.8pp | 79.8%+15.9pp | 69.9%+25.9pp |
| Annual return | -6.15% | -1.18%-5.0pp | 314.76%-320.9pp | -9.96%+3.8pp |
| Employer contribution / active EE | $4,447 | $2,047+117.2% | $3,827+16.2% | $2,111+110.6% |
| Participant deferral / active EE | $2,536 | $3,381-25.0% | $4,672-45.7% | $3,350-24.3% |
| Admin fee / account holder | $77 | $698-89.0% | $8,548-99.1% | $521-85.3% |