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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $8,930 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 · EIN 26-4310632 | Insurance Broker | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,121 | $46,360-73.9% | $147,617-91.8% | $52,331-76.8% |
| Participation rate | 31.9% | 64.9%-33.1pp | 84.6%-52.7pp | 68.1%-36.2pp |
| Annual return | -1.88% | 1.62%-3.5pp | 61.98%-63.9pp | 4.54%-6.4pp |
| Employer contribution / active EE | $79 | $2,126-96.3% | $5,564-98.6% | $1,882-95.8% |
| Participant deferral / active EE | $1,121 | $2,258-50.3% | $4,895-77.1% | $3,022-62.9% |
| Admin fee / account holder | $89 | $766-88.3% | $11,612-99.2% | $592-84.9% |