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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $4,934 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 25-1759623 | Recordkeeping | $3,663 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,595 | $69,362-40.0% | $101,248-58.9% | $73,488-43.4% |
| Participation rate | 42.2% | 68.4%-26.2pp | 75.8%-33.6pp | 70.7%-28.5pp |
| Annual return | 32.69% | 18.46%+14.2pp | 46.47%-13.8pp | 28.51%+4.2pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,275 | $3,300-61.4% | $4,370-70.8% | $3,740-65.9% |
| Admin fee / account holder | $91 | $704-87.0% | $5,945-98.5% | $513-82.2% |