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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $14,683 |
MORGAN STANLEY SMITH BARNEY3+ 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 | $13,686 | $46,173-70.4% | $170,435-92.0% | $69,631-80.3% |
| Participation rate | 38.4% | 63.9%-25.5pp | 83.6%-45.2pp | 70.7%-32.3pp |
| Annual return | 16.06% | 21.62%-5.6pp | 205.94%-189.9pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $112 | $1,610-93.0% | $5,432-97.9% | $2,032-94.5% |
| Participant deferral / active EE | $1,463 | $2,080-29.7% | $4,939-70.4% | $3,224-54.6% |
| Admin fee / account holder | $98 | $116-15.6% | $13,881-99.3% | $110-11.4% |