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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $4,584 |
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 15 · EIN 82-3719843 | Recordkeeping | $3,396 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,325 | $85,169-87.9% | $172,755-94.0% | $72,983-85.9% |
| Participation rate | 94.6% | 70.1%+24.6pp | 82.6%+12.0pp | 69.5%+25.1pp |
| Annual return | 18.01% | 27.32%-9.3pp | 802.94%-784.9pp | 81.01%-63.0pp |
| Employer contribution / active EE | $534 | $3,324-83.9% | $5,144-89.6% | $2,440-78.1% |
| Participant deferral / active EE | $1,404 | $3,260-56.9% | $5,198-73.0% | $3,608-61.1% |
| Admin fee / account holder | $69 | $5,880-98.8% | $13,955-99.5% | $5,124-98.7% |