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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $9,954 |
PENTEGRA SERVICES, INC.6+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 15 · EIN 13-3745616 | Recordkeeping | $1,775 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,677 | $55,636+3.7% | $81,991-29.7% | $73,493-21.5% |
| Participation rate | 31.2% | 62.3%-31.1pp | 69.3%-38.0pp | 70.7%-39.5pp |
| Annual return | 20.99% | 19.07%+1.9pp | 41.31%-20.3pp | 28.51%-7.5pp |
| Employer contribution / active EE | $1,012 | $1,625-37.7% | $2,498-59.5% | $2,270-55.4% |
| Participant deferral / active EE | $1,499 | $2,762-45.7% | $3,722-59.7% | $3,740-59.9% |
| Admin fee / account holder | $148 | $493-69.9% | $5,665-97.4% | $513-71.1% |