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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $15,370 |
ATLANTIC PENSION SERVICES, INC.1+ years Service code 15 · EIN 23-2942715 511 SCHOOLHOUSE ROAD, SUITE 400 · KENNETT SQUARE, PA 19348 | Recordkeeping | $750 |
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.
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 | $18,860 | $42,546-55.7% | $71,796-73.7% | $55,167-65.8% |
| Participation rate | 60.5% | 59.1%+1.4pp | 69.1%-8.6pp | 69.0%-8.5pp |
| Annual return | 4.31% | 12.36%-8.1pp | 78.04%-73.7pp | 169.23%-164.9pp |
| Employer contribution / active EE | $293 | $803-63.5% | $1,924-84.8% | $1,963-85.1% |
| Participant deferral / active EE | $1,429 | $2,064-30.8% | $2,794-48.9% | $3,054-53.2% |
| Admin fee / account holder | $144 | $650-77.8% | $4,815-97.0% | $504-71.4% |