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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,417 |
Filed as: CBIZ RETIREMENT PLAN SERVICES, INC. Service code 15 · EIN 31-1582098 2377 CRENSHAW BOULEVARD, SUITE 350 · TORRANCE, CA 90503 | Recordkeeping | $1,750 |
Service code 22 · EIN 74-2794194 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $10,658 | $63,114-83.1% | $92,915-88.5% | $65,186-83.7% |
| Participation rate | 61.8% | 68.8%-7.0pp | 76.0%-14.2pp | 70.2%-8.4pp |
| Annual return | 26.45% | 28.75%-2.3pp | 109.45%-83.0pp | 29.39%-2.9pp |
| Employer contribution / active EE | $1,060 | $2,571-58.8% | $3,653-71.0% | $2,177-51.3% |
| Participant deferral / active EE | $1,737 | $3,108-44.1% | $4,238-59.0% | $3,514-50.6% |
| Admin fee / account holder | $54 | $624-91.3% | $5,796-99.1% | $847-93.6% |