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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $12,576 |
RYAN AND MCDONALD1 year Filed as: RYAN AND MCDONALD CPAS Service code 10 · EIN 77-0583407 | Accounting | $10,750 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA RETIREMENT PLAN SPECIALISTS Service code 15 · EIN 94-3324288 | Recordkeeping | $3,163 |
THE BENEFIT PRACTICE1 year Filed as: THE BENEFIT PRACITCE Service code 15 · EIN 13-4144565 | Recordkeeping | $1,825 |
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 | $86,165 | $65,557+31.4% | $105,736-18.5% | $56,289+53.1% |
| Participation rate | 75.1% | 63.4%+11.7pp | 76.3%-1.2pp | 69.9%+5.3pp |
| Annual return | -3.10% | -1.32%-1.8pp | 6.27%-9.4pp | -9.96%+6.9pp |
| Employer contribution / active EE | $2,295 | $1,788+28.3% | $3,268-29.8% | $2,111+8.7% |
| Participant deferral / active EE | $6,497 | $2,418+168.7% | $4,080+59.3% | $3,350+94.0% |
| Admin fee / account holder | $146 | $561-74.0% | $6,913-97.9% | $521-72.0% |