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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 42-1484983 | Recordkeeping | $39,138 |
Filed as: TRANSAMERICA FIN. LIFE INS. CO. Service code 15 · EIN 36-6071399 | Recordkeeping | $35,844 |
RPA FINANCIAL LLC5+ years Service code 27 · EIN 83-1143379 | Advisory (Plan) | $2,256 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,316 | $116,081-92.0% | $156,181-94.0% | $79,634-88.3% |
| Participation rate | 74.5% | 75.6%-1.1pp | 78.8%-4.3pp | 62.5%+12.0pp |
| Annual return | 16.96% | 15.89%+1.1pp | 64.87%-47.9pp | 36.46%-19.5pp |
| Employer contribution / active EE | $0 | $2,828-100.0% | $4,294-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $2,747 | $4,584-40.1% | $6,132-55.2% | $3,835-28.4% |
| Admin fee / account holder | $130 | $854-84.8% | $14,586-99.1% | $1,002-87.0% |