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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,271 |
Filed as: PENSION FINANCIAL SERVICES, INC Service code 15 · EIN 58-1485803 | Recordkeeping | $2,100 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 27 · EIN 59-1531281 | Advisory (Plan) | $828 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,726 | $59,448-78.6% | $93,696-86.4% | $74,459-82.9% |
| Participation rate | 17.9% | 59.6%-41.8pp | 68.7%-50.9pp | 67.2%-49.4pp |
| Annual return | 11.64% | 82.11%-70.5pp | 133.74%-122.1pp | 1369.70%-1358.1pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $809 | $3,052-73.5% | $4,417-81.7% | $4,350-81.4% |
| Admin fee / account holder | $106 | $3,027-96.5% | $8,287-98.7% | $1,945-94.6% |