Filed December 11, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $13,046 |
ASSOCIATED PENSION CONSULTANTS1+ years Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 15 · EIN 11-3271022 6800 JERICHO TURNPIKE · SYOSSET, NE 11791 | Recordkeeping | $175 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,933 | $38,595+57.9% | $80,004-23.8% | $52,331+16.4% |
| Participation rate | 34.7% | 64.5%-29.8pp | 73.0%-38.3pp | 68.1%-33.4pp |
| Annual return | -2.45% | 2.04%-4.5pp | 7.63%-10.1pp | 4.54%-7.0pp |
| Employer contribution / active EE | $0 | $1,133-100.0% | $2,473-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,482 | $2,318+50.2% | $3,204+8.7% | $3,022+15.2% |
| Admin fee / account holder | $139 | $304-54.3% | $5,033-97.2% | $592-76.5% |