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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $948 |
ANEW 401K TPA LLC1+ years Service code 15 · EIN 81-1963646 | 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,252 | $36,916-91.2% | $156,551-97.9% | $57,658-94.4% |
| Participation rate | 0.5% | 63.4%-62.9pp | 84.0%-83.5pp | 70.2%-69.7pp |
| Annual return | 0.00% | 12.38%-12.4pp | 32.23%-32.2pp | 5.13%-5.1pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $430 | $1,926-77.7% | $4,871-91.2% | $3,061-85.9% |
| Admin fee / account holder | $17 | $82-79.4% | $13,028-99.9% | $95-82.0% |