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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,946 |
T. CHARLES CORPORATION2+ years Service code 15 · EIN 33-0243941 | Recordkeeping | $425 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $6,115 | $51,466-88.1% | $78,778-92.2% | $62,293-90.2% |
| Participation rate | 80.5% | 59.8%+20.7pp | 69.2%+11.3pp | 69.5%+11.0pp |
| Annual return | 30.50% | 19.96%+10.5pp | 35.62%-5.1pp | 28.90%+1.6pp |
| Employer contribution / active EE | $336 | $827-59.4% | $1,986-83.1% | $2,042-83.6% |
| Participant deferral / active EE | $2,555 | $2,147+19.0% | $2,958-13.6% | $3,169-19.4% |
| Admin fee / account holder | $48 | $489-90.1% | $5,134-99.1% | $479-89.9% |