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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $17,922 |
POMARES & CO.3+ years Filed as: POMARES & CO. LLP Service code 10 · EIN 94-1538492 | Accounting | $11,400 |
AL DEROO & ASSOCIATES2 years Filed as: ALPHONSE DEROO & ASSOCIATES Service code 10 · EIN 94-1154481 | Accounting | $9,020 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $103,680 | $48,064+115.7% | $78,778+31.6% | $69,631+48.9% |
| Participation rate | 40.8% | 61.6%-20.7pp | 69.2%-28.4pp | 70.7%-29.9pp |
| Annual return | 11.73% | 21.81%-10.1pp | 35.62%-23.9pp | 27571.02%-27559.3pp |
| Employer contribution / active EE | $258 | $744-65.3% | $1,986-87.0% | $2,032-87.3% |
| Participant deferral / active EE | $2,591 | $2,079+24.6% | $2,958-12.4% | $3,224-19.6% |
| Admin fee / account holder | $228 | $152+50.2% | $5,134-95.6% | $110+106.7% |