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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $212,614 |
Filed as: MERRILL LYNCH LIFE AGENCY Service code 27 · EIN 13-2808480 | Advisory (Plan) | $94,357 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $61,891 |
LANCE SOLL & LUNGHARD LLP3 years Service code 10 · EIN 95-2700123 | Accounting | $19,000 |
Filed as: NORTHWEST CAPITAL MANAGEMENT Service code 27 · EIN 93-1242462 | Advisory (Plan) | $0 |
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 | $44,756 | $37,418+19.6% | $77,100-42.0% | $77,906-42.6% |
| Participation rate | 86.5% | 46.9%+39.5pp | 67.9%+18.5pp | 73.7%+12.8pp |
| Annual return | -13.53% | -7.13%-6.4pp | 42.35%-55.9pp | 12.16%-25.7pp |
| Employer contribution / active EE | $2,673 | $1,200+122.8% | $2,815-5.0% | $2,846-6.1% |
| Participant deferral / active EE | $3,477 | $2,572+35.2% | $4,430-21.5% | $4,805-27.6% |
| Admin fee / account holder | $259 | $126+105.1% | $5,443-95.3% | $133+95.0% |