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| Provider | Service type | Compensation |
|---|---|---|
INTAC ACTUARIAL SERVICES1 year Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 15 · EIN 22-2446239 | Recordkeeping | $1,550 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,260 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,009 | $36,916-62.1% | $156,551-91.1% | $57,658-75.7% |
| Participation rate | 37.4% | 63.4%-26.1pp | 84.0%-46.7pp | 70.2%-32.9pp |
| Annual return | 5.10% | 12.38%-7.3pp | 32.23%-27.1pp | 5.13%0pp |
| Employer contribution / active EE | $386 | $1,571-75.4% | $5,501-93.0% | $1,974-80.5% |
| Participant deferral / active EE | $853 | $1,926-55.7% | $4,871-82.5% | $3,061-72.1% |
| Admin fee / account holder | $17 | $82-78.9% | $13,028-99.9% | $95-81.6% |