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| Provider | Service type | Compensation |
|---|---|---|
BKD, LLP1+ years Filed as: BKD WEALTH ADVISORS, LLC Service code 15 · EIN 44-0160260 | Recordkeeping | $5,725 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,224 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,711 | $54,320-80.3% | $67,652-84.2% | $52,331-79.5% |
| Participation rate | 54.1% | 73.6%-19.5pp | 75.7%-21.5pp | 68.1%-14.0pp |
| Annual return | -3.06% | 6.81%-9.9pp | 6625.40%-6628.5pp | 4.54%-7.6pp |
| Employer contribution / active EE | $843 | $1,544-45.4% | $2,266-62.8% | $1,882-55.2% |
| Participant deferral / active EE | $1,372 | $2,950-53.5% | $3,560-61.5% | $3,022-54.6% |
| Admin fee / account holder | $90 | $527-82.9% | $4,821-98.1% | $592-84.8% |