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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $11,868 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA RETIREMENT SERVICES-TPA Service code 15 · EIN 13-3745616 | Recordkeeping | $10,206 |
LPL FINANCIAL8 years 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.
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 | $23,033 | $95,369-75.8% | $135,942-83.1% | $74,440-69.1% |
| Participation rate | 19.4% | 78.2%-58.8pp | 81.9%-62.5pp | 70.7%-51.4pp |
| Annual return | 28.14% | 32.72%-4.6pp | 68.28%-40.1pp | 34.37%-6.2pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,858-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $2,568 | $7,788-67.0% | $7,759-66.9% | $4,529-43.3% |
| Admin fee / account holder | $136 | $266-48.8% | $10,764-98.7% | $348-60.8% |