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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $10,499 |
MORGAN STANLEY SMITH BARNEY2+ 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.
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 | $12,214 | $36,916-66.9% | $156,551-92.2% | $57,658-78.8% |
| Participation rate | 33.2% | 63.4%-30.2pp | 84.0%-50.8pp | 70.2%-37.0pp |
| Annual return | 10.94% | 12.38%-1.4pp | 32.23%-21.3pp | 5.13%+5.8pp |
| Employer contribution / active EE | $83 | $1,571-94.7% | $5,501-98.5% | $1,974-95.8% |
| Participant deferral / active EE | $1,057 | $1,926-45.1% | $4,871-78.3% | $3,061-65.5% |
| Admin fee / account holder | $80 | $82-3.5% | $13,028-99.4% | $95-15.8% |