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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,024 |
LPL FINANCIAL1 year Service code 22 · EIN 95-2834236 | Insurance Broker | $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.
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 | $15,509 | $80,177-80.7% | $123,894-87.5% | $57,658-73.1% |
| Participation rate | 6.7% | 74.4%-67.8pp | 81.4%-74.7pp | 70.2%-63.5pp |
| Annual return | 12.68% | 17.90%-5.2pp | 47.52%-34.8pp | 5.13%+7.5pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $762 | $5,130-85.2% | $5,984-87.3% | $3,061-75.1% |
| Admin fee / account holder | $144 | $106+35.4% | $8,357-98.3% | $95+52.3% |