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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS C Service code 15 · EIN 13-3689044 | Recordkeeping | $56,466 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 22 | Insurance Broker | $32,012 |
KAHN, LITWIN, RENZA & CO., LTD1+ years Filed as: KAHN, LITWIN, RENZA & CO. LTD Service code 10 · EIN 05-0409384 | Accounting | $9,300 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS, LLC. Service code 22 · EIN 54-0910269 | Insurance Broker | $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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,077 | $72,770-31.2% | $67,652-26.0% | $55,191-9.3% |
| Participation rate | 19.9% | 78.8%-58.9pp | 75.7%-55.8pp | 69.2%-49.3pp |
| Annual return | -1.81% | -3.26%+1.5pp | 6625.40%-6627.2pp | 10.78%-12.6pp |
| Employer contribution / active EE | $226 | $1,769-87.2% | $2,266-90.0% | $1,899-88.1% |
| Participant deferral / active EE | $1,126 | $3,408-67.0% | $3,560-68.4% | $3,046-63.1% |
| Admin fee / account holder | $241 | $79+205.8% | $4,821-95.0% | $91+165.5% |