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 | $14,467 |
ASSOCIATED PENSION CONSULTANTS3+ years Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 15 · EIN 11-3271022 111 EXPRESS STREET · PLAINVIEW, NE 11803 | Recordkeeping | $105 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $72,382 | $47,448+52.6% | $94,993-23.8% | $62,293+16.2% |
| Participation rate | 34.7% | 66.5%-31.8pp | 73.9%-39.2pp | 69.5%-34.8pp |
| Annual return | 16.82% | 22.64%-5.8pp | 27.14%-10.3pp | 28.90%-12.1pp |
| Employer contribution / active EE | $0 | $1,300-100.0% | $2,603-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,594 | $2,375+51.3% | $3,317+8.3% | $3,169+13.4% |
| Admin fee / account holder | $135 | $434-68.9% | $4,960-97.3% | $479-71.9% |