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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $8,810 |
Service code 15 · EIN 13-3646501 | Recordkeeping | $325 |
Filed as: PRIVATE ADVISOR GROUP Service code 26 · EIN 27-3463733 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $19,548 | $31,679-38.3% | $74,722-73.8% | $65,185-70.0% |
| Participation rate | 16.0% | 40.4%-24.3pp | 54.5%-38.4pp | 70.2%-54.2pp |
| Annual return | 21.86% | 39.04%-17.2pp | 753.11%-731.3pp | 29.38%-7.5pp |
| Employer contribution / active EE | $0 | $566-100.0% | $1,084-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $600 | $1,191-49.6% | $1,963-69.4% | $3,514-82.9% |
| Admin fee / account holder | $155 | $379-59.0% | $3,335-95.3% | $847-81.6% |