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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 1150 S. OLIVE STREET · LOS ANGELES, CA 90015 | Recordkeeping | $10,442 |
EJREYNOLDS, INC.1+ years Service code 15 · EIN 59-2265857 9050 PINES BLVD, SUITE 110 · PEMBROKE PINES, FL 33024 | Recordkeeping | $1,525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $25,542 | $38,925-34.4% | $73,836-65.4% | $55,191-53.7% |
| Participation rate | 28.4% | 66.0%-37.7pp | 73.4%-45.1pp | 69.2%-40.8pp |
| Annual return | -0.88% | 6.31%-7.2pp | 2268.06%-2268.9pp | 10.78%-11.7pp |
| Employer contribution / active EE | $531 | $1,695-68.7% | $2,787-81.0% | $1,899-72.1% |
| Participant deferral / active EE | $880 | $2,351-62.6% | $3,583-75.4% | $3,046-71.1% |
| Admin fee / account holder | $122 | $83+47.8% | $4,882-97.5% | $91+34.9% |