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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,565 |
PENTEGRA SERVICES, INC.1+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 15 · EIN 13-3745616 | Recordkeeping | $930 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,629 | $44,850-16.1% | $60,547-37.9% | $59,633-36.9% |
| Participation rate | 62.5% | 59.5%+3.0pp | 68.0%-5.5pp | 68.7%-6.2pp |
| Annual return | -29.17% | 1074.14%-1103.3pp | 335.64%-364.8pp | 2041.45%-2070.6pp |
| Employer contribution / active EE | $2,609 | $1,462+78.4% | $2,419+7.8% | $2,203+18.4% |
| Participant deferral / active EE | $3,327 | $2,230+49.2% | $3,3280% | $3,192+4.2% |
| Admin fee / account holder | $154 | $3,635-95.8% | $4,536-96.6% | $4,297-96.4% |