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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE Service code 15 · EIN 36-6071399 | Recordkeeping | $56,902 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,790 |
DWC - THE 401(K) EXPERTS2 years Filed as: DWC-THE 401(K) EXPERTS Service code 15 · EIN 26-2091417 P.O. BOX 241267 · ST. PAUL, MN 55124 | Recordkeeping | $11,772 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,821 | $90,064-76.9% | $100,392-79.3% | $77,736-73.2% |
| Participation rate | 52.4% | 81.3%-28.9pp | 81.5%-29.1pp | 70.6%-18.2pp |
| Annual return | 51.58% | 20.61%+31.0pp | 49.45%+2.1pp | 31.26%+20.3pp |
| Employer contribution / active EE | $1,991 | $3,043-34.6% | $3,941-49.5% | $2,728-27.0% |
| Participant deferral / active EE | $3,486 | $8,282-57.9% | $8,090-56.9% | $4,651-25.0% |
| Admin fee / account holder | $262 | $172+52.1% | $7,904-96.7% | $433-39.6% |