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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $15,852 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 · EIN 51-0116113 | Insurance Broker | $0 |
PENSION ASSURANCE LLP4+ years Filed as: PENSION INNOVATIONS & CONSULTING Service code 15 · EIN 34-1944384 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,279 | $37,196-29.3% | $154,111-82.9% | $55,725-52.8% |
| Participation rate | 34.7% | 64.1%-29.3pp | 83.0%-48.3pp | 70.9%-36.1pp |
| Annual return | -7.82% | 1319.68%-1327.5pp | 735.18%-743.0pp | 244.93%-252.8pp |
| Employer contribution / active EE | $132 | $1,614-91.8% | $5,298-97.5% | $2,078-93.6% |
| Participant deferral / active EE | $886 | $2,068-57.1% | $5,081-82.6% | $3,356-73.6% |
| Admin fee / account holder | $44 | $102-57.1% | $13,411-99.7% | $115-62.2% |