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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 440 MAMARONECK AVE · HARRISON, NY 10528 | Recordkeeping | $858 |
MAGII PENSION SERVICES LLC1+ years Filed as: MAGII PENSION SERVICES Service code 15 · EIN 26-2480211 490 WHEELER ROAD · HAUPPAUGE, NY 11788 | Recordkeeping | $543 |
Filed as: LEAFHOUSE Service code 27 · EIN 26-4311657 6011 W.COURTYARD DR, STE 405 BLDG 5 · AUSTIN, TX 78730 | Advisory (Plan) | $0 |
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.
Employer 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $5,749 | $37,196-84.5% | $154,111-96.3% | $55,725-89.7% |
| Participation rate | 10.7% | 64.1%-53.4pp | 83.0%-72.4pp | 70.9%-60.2pp |
| Annual return | 0.00% | 1319.68%-1319.7pp | 735.18%-735.2pp | 244.93%-244.9pp |
| Employer contribution / active EE | $226 | $1,614-86.0% | $5,298-95.7% | $2,078-89.1% |
| Participant deferral / active EE | $312 | $2,068-84.9% | $5,081-93.9% | $3,356-90.7% |
| Admin fee / account holder | $70 | $102-31.5% | $13,411-99.5% | $115-39.6% |