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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $15,690 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $6,132 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 15 · EIN 39-1816008 | Recordkeeping | $2,857 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,373 | $99,957-71.6% | $149,696-81.0% | $73,488-61.4% |
| Participation rate | 44.5% | 75.7%-31.2pp | 82.5%-37.9pp | 70.7%-26.1pp |
| Annual return | 13.51% | 53.87%-40.4pp | 276.60%-263.1pp | 28.51%-15.0pp |
| Employer contribution / active EE | $1,195 | $3,191-62.5% | $4,644-74.3% | $2,270-47.4% |
| Participant deferral / active EE | $3,891 | $6,073-35.9% | $6,842-43.1% | $3,740+4.0% |
| Admin fee / account holder | $284 | $551-48.5% | $9,309-97.0% | $513-44.7% |