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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $11,083 |
Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 15 · EIN 39-1816008 | Recordkeeping | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,778 | $89,652-71.2% | $141,191-81.7% | $65,185-60.5% |
| Participation rate | 26.9% | 74.7%-47.8pp | 82.5%-55.5pp | 70.2%-43.3pp |
| Annual return | 26.45% | 32.79%-6.3pp | 71.41%-45.0pp | 29.38%-2.9pp |
| Employer contribution / active EE | $1,060 | $3,065-65.4% | $4,736-77.6% | $2,177-51.3% |
| Participant deferral / active EE | $2,372 | $5,691-58.3% | $6,710-64.6% | $3,514-32.5% |
| Admin fee / account holder | $135 | $569-76.2% | $10,264-98.7% | $847-84.0% |