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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $16,658 |
Filed as: MID-ATLANTIC PENSION SPECIALISTS, I Service code 15 · EIN 23-2776666 | Recordkeeping | $8,781 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE Service code 15 · EIN 13-5570657 | Recordkeeping | $5,724 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,394 | $78,562-42.2% | $105,608-57.0% | $74,429-39.0% |
| Participation rate | 76.6% | 72.8%+3.8pp | 75.3%+1.3pp | 67.2%+9.3pp |
| Annual return | 17.84% | 15.94%+1.9pp | 116.50%-98.7pp | 1368.38%-1350.5pp |
| Employer contribution / active EE | $100 | $2,521-96.0% | $3,167-96.8% | $2,625-96.2% |
| Participant deferral / active EE | $3,318 | $4,321-23.2% | $5,010-33.8% | $4,348-23.7% |
| Admin fee / account holder | $157 | $2,217-92.9% | $11,028-98.6% | $1,944-91.9% |