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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE Service code 15 · EIN 36-6071399 8488 SHEPHERD FARM DRIVE · WEST CHESTER, OH 45069 | Recordkeeping | $2,910 |
EMPLOYEE BENEFIT SYSTEMS, INC.1+ years Filed as: EMPLOYEE BENEFIT SYSTEMS, INC Service code 15 · EIN 13-4266176 PO BOX 609 · KRESGEVILLE, PA 18333 | Recordkeeping | $1,080 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 · EIN 51-0116113 34 EXCHANGE PLACE FL 7, HARBOR · JERSEY CITY, NJ 07311 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,028 | $50,464-32.6% | $75,784-55.1% | $52,331-35.0% |
| Participation rate | 46.7% | 66.8%-20.1pp | 75.8%-29.2pp | 68.1%-21.4pp |
| Annual return | 2.72% | 1.03%+1.7pp | 9.68%-7.0pp | 4.54%-1.8pp |
| Employer contribution / active EE | $1,868 | $1,988-6.1% | $3,323-43.8% | $1,882-0.8% |
| Participant deferral / active EE | $2,330 | $2,570-9.4% | $3,652-36.2% | $3,022-22.9% |
| Admin fee / account holder | $44 | $1,103-96.0% | $5,300-99.2% | $592-92.5% |