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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,981 |
PENTEGRA SERVICES, INC.8+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 15 · EIN 13-3745616 | Recordkeeping | $1,580 |
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.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,597 | $44,764+22.0% | $68,794-20.6% | $64,814-15.8% |
| Participation rate | 18.7% | 64.8%-46.1pp | 69.0%-50.3pp | 71.5%-52.8pp |
| Annual return | -18.77% | -10.91%-7.9pp | -6.37%-12.4pp | 32.84%-51.6pp |
| Employer contribution / active EE | $547 | $1,775-69.2% | $2,656-79.4% | $2,507-78.2% |
| Participant deferral / active EE | $994 | $3,238-69.3% | $3,941-74.8% | $4,310-76.9% |
| Admin fee / account holder | $62 | $151-58.7% | $4,934-98.7% | $188-66.7% |