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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $69,030 |
DYESS & ASSOCIATES2 years Filed as: DYESS & ASSOCIATES ATTN TONY DYESS Service code 10 · EIN 72-1227981 | Accounting | $13,273 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,424 | $155,795-72.1% | $136,298-68.1% | $69,631-37.6% |
| Participation rate | 33.6% | 75.2%-41.6pp | 81.9%-48.3pp | 70.7%-37.1pp |
| Annual return | 13.07% | 232464.33%-232451.3pp | 5156.27%-5143.2pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $774 | $2,991-74.1% | $4,696-83.5% | $2,032-61.9% |
| Participant deferral / active EE | $1,809 | $5,394-66.5% | $6,247-71.0% | $3,224-43.9% |
| Admin fee / account holder | $447 | $128+248.8% | $9,244-95.2% | $110+305.0% |