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| Provider | Service type | Compensation |
|---|---|---|
COMPASS 360, LLC5 years Service code 15 · EIN 81-1939215 | Recordkeeping | $17,384 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,060 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,291 | $59,834+44.2% | $79,576+8.4% | $68,495+26.0% |
| Participation rate | 83.0% | 61.1%+21.9pp | 69.5%+13.5pp | 67.9%+15.1pp |
| Annual return | -26.58% | -12.30%-14.3pp | 0.15%-26.7pp | -7.84%-18.7pp |
| Employer contribution / active EE | $850 | $1,505-43.5% | $2,413-64.8% | $2,596-67.3% |
| Participant deferral / active EE | $5,396 | $3,024+78.4% | $3,985+35.4% | $4,028+34.0% |
| Admin fee / account holder | $121 | $4,835-97.5% | $6,834-98.2% | $5,403-97.8% |