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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $6,319 |
QBI, LLC3+ years Service code 17 · EIN 26-2768667 | Pension Consulting | $5,192 |
WRIGHT FORD YOUNG & CO2 years Service code 10 · EIN 95-3288054 | Accounting | $5,000 |
INDEPENDENT FINANCIAL GROUP LLC3+ years Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 13 12671 HIGH BLUFF DRIVE, SUITE 200 · SAN DIEGO, CA 92130 | Contract Administrator | $4,969 |
PENSION ASSURANCE LLP1 year Filed as: PENSION BENEFITS UNLIMITED, INC. Service code 17 · EIN 33-0499726 18008 SKY PARK CIRCLE · IRVINE, CA 92614 | Pension Consulting | $675 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $627 |
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 | $117,650 | $57,976+102.9% | $63,018+86.7% | $62,293+88.9% |
| Participation rate | 95.9% | 75.9%+20.0pp | 74.8%+21.1pp | 69.5%+26.4pp |
| Annual return | 19.10% | 17.54%+1.6pp | 87.62%-68.5pp | 28.90%-9.8pp |
| Employer contribution / active EE | $6,273 | $2,415+159.8% | $2,761+127.2% | $2,042+207.2% |
| Participant deferral / active EE | $6,954 | $2,956+135.3% | $3,330+108.8% | $3,169+119.4% |
| Admin fee / account holder | $101 | $276-63.3% | $3,601-97.2% | $479-78.9% |