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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 62-1874769 | Recordkeeping | $17,291 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $8,851 |
Filed as: RAYMOND JAMES FIN. SERVICES ADVISOR Service code 27 · EIN 59-2937883 | Advisory (Plan) | $1,299 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,387 | $26,114-90.9% | $58,544-95.9% | $74,440-96.8% |
| Participation rate | 32.2% | 32.1%+0.1pp | 50.9%-18.7pp | 70.7%-38.6pp |
| Annual return | 14.78% | 32.51%-17.7pp | 4249.56%-4234.8pp | 34.37%-19.6pp |
| Employer contribution / active EE | $0 | $536-100.0% | $1,053-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $169 | $1,075-84.3% | $1,923-91.2% | $4,529-96.3% |
| Admin fee / account holder | $57 | $649-91.2% | $2,520-97.7% | $348-83.7% |