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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 14090 SOUTHWEST FWY · SUGAR LAND, TX 77478 | Recordkeeping | $11,536 |
HUTCHINSON AND BLOODGOOD LLP5+ years Filed as: HUTCHINSON AND BLOODGOOD, LLP Service code 10 · EIN 95-0858589 550 N BRAND BLVD. · GLENDALE, CA 91203 | Accounting | $8,990 |
QBI, LLC4 years Service code 15 · EIN 26-2768667 21031 VENTURA BLVD., 12TH FLOOR · WOODLAND HILLS, CA 91364 | Recordkeeping | $7,725 |
Filed as: MERRILL LYNCH Service code 22 · EIN 13-2808480 | Insurance Broker | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $33,204 | $48,570-31.6% | $130,660-74.6% | $72,975-54.5% |
| Participation rate | 95.7% | 58.6%+37.2pp | 71.7%+24.0pp | 69.5%+26.3pp |
| Annual return | -26.96% | 38.63%-65.6pp | 1709.29%-1736.3pp | 81.01%-108.0pp |
| Employer contribution / active EE | $1,725 | $1,334+29.3% | $4,092-57.9% | $2,440-29.3% |
| Participant deferral / active EE | $5,241 | $2,384+119.9% | $3,603+45.5% | $3,608+45.3% |
| Admin fee / account holder | $415 | $3,549-88.3% | $5,463-92.4% | $5,124-91.9% |