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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $4,903 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN PENSION CORPORATION Service code 15 · EIN 22-2141197 | Recordkeeping | $150 |
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).
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 | $11,480 | $232,540-95.1% | $185,117-93.8% | $147,585-92.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 8.96% | 43.03%-34.1pp | 40.50%-31.5pp | 578.57%-569.6pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,203 | $5,834-27.9% | $5,045-16.7% | $5,439-22.7% |
| Admin fee / account holder | $133 | $10,275-98.7% | $8,159-98.4% | $10,885-98.8% |