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| Provider | Service type | Compensation |
|---|---|---|
FARMER & BETTS2+ years Filed as: FARMER & BETTS, INC. Service code 15 · EIN 94-3322438 | Recordkeeping | $30,412 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,240 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,449 | $41,617+11.6% | $84,637-45.1% | $77,775-40.3% |
| Participation rate | 9.3% | 45.0%-35.7pp | 68.2%-58.9pp | 73.2%-63.9pp |
| Annual return | 21.34% | 24.97%-3.6pp | 258.82%-237.5pp | 32.58%-11.2pp |
| Employer contribution / active EE | $0 | $1,061-100.0% | $2,653-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $1,198 | $2,129-43.7% | $3,900-69.3% | $3,966-69.8% |
| Admin fee / account holder | $173 | $121+43.1% | $4,914-96.5% | $100+73.1% |