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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $8,109 |
EXETER FINANCIAL LLC4 years Service code 27 · EIN 20-5920032 | Advisory (Plan) | $7,982 |
Filed as: ACCELERATE RETIREMENT Service code 27 · EIN 92-2678185 | Advisory (Plan) | $5,779 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,818 | $52,188-77.4% | $86,640-86.4% | $74,460-84.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.7%+28.3pp | 70.7%+29.3pp |
| Annual return | 19.61% | 44.46%-24.9pp | 592.52%-572.9pp | 34.38%-14.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,024-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $852 | $3,383-74.8% | $4,438-80.8% | $4,530-81.2% |
| Admin fee / account holder | $49 | $319-84.5% | $5,616-99.1% | $348-85.8% |