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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $15,317 |
Filed as: PINNACLE FINANCIAL SERVICES, INC Service code 15 · EIN 59-2438373 | Recordkeeping | $5,205 |
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 | $22,264 | $52,967-58.0% | $172,753-87.1% | $65,186-65.8% |
| Participation rate | 43.9% | 66.2%-22.3pp | 82.6%-38.8pp | 70.2%-26.3pp |
| Annual return | 21.97% | 30.12%-8.2pp | 803.00%-781.0pp | 29.39%-7.4pp |
| Employer contribution / active EE | $399 | $2,190-81.8% | $5,144-92.2% | $2,177-81.7% |
| Participant deferral / active EE | $1,146 | $2,471-53.6% | $5,198-78.0% | $3,514-67.4% |
| Admin fee / account holder | $218 | $472-53.9% | $13,956-98.4% | $847-74.3% |