Filed February 23, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INS COMPANY Service code 15 · EIN 39-0989781 ADMINISTRATIVE OFFICES · LOS ANGELES, CA 900152211 | Recordkeeping | $11,677 |
EDBERG & PERRY INC1+ years Filed as: EDBERG & PERRY, INC Service code 15 · EIN 86-0738258 2155 W PINNACLE PEAK RD SUITE 120 · PHOENIX, AZ 85027 | Recordkeeping | $5,425 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
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 | $10,617 | $68,413-84.5% | $123,105-91.4% | $55,191-80.8% |
| Participation rate | 84.0% | 84.5%-0.5pp | 86.8%-2.7pp | 69.2%+14.9pp |
| Annual return | -0.81% | 6.30%-7.1pp | 13.22%-14.0pp | 10.78%-11.6pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $5,151-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $3,951 | $4,490-12.0% | $6,229-36.6% | $3,046+29.7% |
| Admin fee / account holder | $57 | $88-34.9% | $9,014-99.4% | $91-37.1% |