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| Provider | Service type | Compensation |
|---|---|---|
FV ASSET MANAGEMENT INC2+ years Service code 27 · EIN 26-3318038 | Advisory (Plan) | $13,625 |
REDWOOD PENSIONS, LLC2+ years Service code 15 · EIN 27-2431450 | Recordkeeping | $1,900 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $1,080 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,661 | $76,551-59.9% | $123,894-75.3% | $62,881-51.2% |
| Participation rate | 57.1% | 73.0%-15.8pp | 81.4%-24.3pp | 69.3%-12.2pp |
| Annual return | 5.28% | 18.68%-13.4pp | 47.52%-42.2pp | 20.14%-14.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,507 | $4,840+55.1% | $5,984+25.5% | $3,203+134.4% |
| Admin fee / account holder | $75 | $4,826-98.5% | $8,357-99.1% | $4,296-98.3% |