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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,890 |
PENTEGRA SERVICES, INC.3+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 15 · EIN 13-3745616 | Recordkeeping | $875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,176 | $46,297+1.9% | $71,671-34.2% | $62,293-24.3% |
| Participation rate | 33.1% | 60.6%-27.6pp | 68.7%-35.7pp | 69.5%-36.5pp |
| Annual return | 16.03% | 22.32%-6.3pp | 20.65%-4.6pp | 28.90%-12.9pp |
| Employer contribution / active EE | $848 | $1,412-39.9% | $2,460-65.5% | $2,042-58.5% |
| Participant deferral / active EE | $1,610 | $2,235-28.0% | $3,438-53.2% | $3,169-49.2% |
| Admin fee / account holder | $125 | $461-72.8% | $5,558-97.7% | $479-73.9% |