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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,829 |
PENSION ASSURANCE LLP2 years Filed as: PENSION BENEFITS UNLIMITED, INC. Service code 15 · EIN 33-0499726 | Recordkeeping | $925 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,416 | $49,138-78.8% | $84,015-87.6% | $65,185-84.0% |
| Participation rate | 89.4% | 60.7%+28.6pp | 69.0%+20.4pp | 70.2%+19.2pp |
| Annual return | 23.87% | 23.00%+0.9pp | 71.31%-47.4pp | 29.38%-5.5pp |
| Employer contribution / active EE | $391 | $914-57.2% | $1,983-80.3% | $2,177-82.0% |
| Participant deferral / active EE | $3,125 | $2,397+30.4% | $3,239-3.5% | $3,514-11.1% |
| Admin fee / account holder | $37 | $543-93.2% | $6,101-99.4% | $847-95.6% |