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| Provider | Service type | Compensation |
|---|---|---|
SIDE BY SIDE FINANCIALS, INC.1+ years Filed as: SIDE BY SIDE FINANCIALS, INC Service code 15 · EIN 51-0619482 | Recordkeeping | $0 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS.COM Service code 15 · EIN 36-6071399 | Recordkeeping | $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.
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 | $47,997 | $70,002-31.4% | $115,038-58.3% | $52,331-8.3% |
| Participation rate | 27.8% | 72.1%-44.3pp | 81.4%-53.5pp | 68.1%-40.3pp |
| Annual return | -2.56% | 4.04%-6.6pp | 26.14%-28.7pp | 4.54%-7.1pp |
| Employer contribution / active EE | $146 | $2,715-94.6% | $4,608-96.8% | $1,882-92.2% |
| Participant deferral / active EE | $1,833 | $4,920-62.7% | $6,026-69.6% | $3,022-39.3% |
| Admin fee / account holder | $185 | $566-67.4% | $8,175-97.7% | $592-68.8% |