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| Provider | Service type | Compensation |
|---|---|---|
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARIAL BENEFITS CORP. Service code 15 · EIN 20-1054428 | Recordkeeping | $16,446 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,250 |
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 | $27,712 | $37,044-25.2% | $71,796-61.4% | $57,658-51.9% |
| Participation rate | 48.8% | 61.1%-12.3pp | 69.1%-20.3pp | 70.2%-21.5pp |
| Annual return | 5.56% | 12.64%-7.1pp | 78.04%-72.5pp | 5.13%+0.4pp |
| Employer contribution / active EE | $306 | $720-57.5% | $1,924-84.1% | $1,974-84.5% |
| Participant deferral / active EE | $2,196 | $1,974+11.2% | $2,794-21.4% | $3,061-28.3% |
| Admin fee / account holder | $16 | $101-83.8% | $4,815-99.7% | $95-82.7% |