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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.3+ years Filed as: PENTEGRA RETIREMENT SERVICES - OH Service code 15 · EIN 13-3745616 | Recordkeeping | $11,532 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $7,925 |
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.
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 | $20,173 | $41,467-51.4% | $67,313-70.0% | $55,725-63.8% |
| Participation rate | 50.2% | 62.5%-12.3pp | 69.1%-18.9pp | 70.9%-20.7pp |
| Annual return | -4.20% | 0.82%-5.0pp | -4.08%-0.1pp | 244.93%-249.1pp |
| Employer contribution / active EE | $2,013 | $1,316+52.9% | $2,566-21.6% | $2,078-3.2% |
| Participant deferral / active EE | $728 | $2,399-69.7% | $3,568-79.6% | $3,356-78.3% |
| Admin fee / account holder | $110 | $102+7.7% | $4,507-97.6% | $115-4.6% |