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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 62-1874769 | Recordkeeping | $2,853 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $1,695 |
PAYCHEX, INC.1 year Filed as: PAYCHEX, INC Service code 15 · EIN 16-1124166 | Recordkeeping | $1,505 |
RPA FINANCIAL, LLC1 year Filed as: RPA FINANCIAL LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $78 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $7,834 | $37,463-79.1% | $77,100-89.8% | $66,949-88.3% |
| Participation rate | 22.6% | 52.9%-30.3pp | 67.9%-45.3pp | 69.8%-47.2pp |
| Annual return | -17.10% | -3.25%-13.9pp | 42.35%-59.5pp | 1.57%-18.7pp |
| Employer contribution / active EE | $318 | $1,535-79.3% | $2,815-88.7% | $2,545-87.5% |
| Participant deferral / active EE | $751 | $2,621-71.3% | $4,430-83.0% | $4,239-82.3% |
| Admin fee / account holder | $161 | $568-71.6% | $5,443-97.0% | $594-72.8% |