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| Provider | Service type | Compensation |
|---|---|---|
COMPENSATION SYSTEMS, INC.2+ years Filed as: COMPENSATION SYSTEMS, INC Service code 15 · EIN 35-1277460 | Recordkeeping | $0 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $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).
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 | $10,002 | $50,106-80.0% | $69,779-85.7% | $57,658-82.7% |
| Participation rate | 65.7% | 70.9%-5.1pp | 71.8%-6.1pp | 70.2%-4.5pp |
| Annual return | 27.53% | 14.58%+12.9pp | 12.99%+14.5pp | 5.13%+22.4pp |
| Employer contribution / active EE | $566 | $1,739-67.4% | $2,338-75.8% | $1,974-71.3% |
| Participant deferral / active EE | $2,269 | $2,486-8.7% | $2,931-22.6% | $3,061-25.8% |
| Admin fee / account holder | $31 | $89-65.0% | $4,381-99.3% | $95-67.0% |