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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $18,133 |
PENTEGRA SERVICES, INC.3 years Filed as: PENTEGRA RETIREMENT SERVICES-TPA Service code 15 · EIN 13-3745616 | Recordkeeping | $12,467 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,640 | $106,028-69.2% | $146,958-77.8% | $77,643-58.0% |
| Participation rate | 21.1% | 78.4%-57.2pp | 82.2%-61.0pp | 70.6%-49.5pp |
| Annual return | 16.44% | 56.73%-40.3pp | 418.34%-401.9pp | 31.24%-14.8pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,491 | $7,990-56.3% | $8,070-56.7% | $4,647-24.9% |
| Admin fee / account holder | $182 | $337-46.0% | $12,998-98.6% | $430-57.7% |