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 | $17,419 |
ASSOCIATED PENSION CONSULTANTS4+ years Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 15 · EIN 11-3271022 111 EXPRESS STREET · PLAINVIEW, NE 11803 | Recordkeeping | $70 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,729 | $45,825+26.0% | $90,657-36.3% | $56,287+2.6% |
| Participation rate | 47.8% | 66.7%-18.9pp | 74.0%-26.2pp | 69.9%-22.0pp |
| Annual return | -6.38% | 38.64%-45.0pp | 1.89%-8.3pp | -9.96%+3.6pp |
| Employer contribution / active EE | $916 | $1,372-33.2% | $2,532-63.8% | $2,111-56.6% |
| Participant deferral / active EE | $4,336 | $2,562+69.2% | $3,424+26.6% | $3,350+29.4% |
| Admin fee / account holder | $120 | $413-71.0% | $4,994-97.6% | $521-77.0% |