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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRASAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $8,015 |
THE BENEFIT PRACTICE1+ years Service code 15 · EIN 13-4144565 | Recordkeeping | $7,431 |
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 | $39,742 | $50,464-21.2% | $75,784-47.6% | $52,331-24.1% |
| Participation rate | 68.0% | 66.8%+1.2pp | 75.8%-7.9pp | 68.1%-0.1pp |
| Annual return | -2.34% | 1.03%-3.4pp | 9.68%-12.0pp | 4.54%-6.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $3,323-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,717 | $2,570+5.7% | $3,652-25.6% | $3,022-10.1% |
| Admin fee / account holder | $131 | $1,103-88.1% | $5,300-97.5% | $592-77.9% |