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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $45,422 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $31,418 |
Filed as: KESTRA INVESTMENT SERVICE Service code 22 · EIN 74-2794194 | 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 | $14,406 | $133,493-89.2% | $64,097-77.5% | $96,393-85.1% |
| Participation rate | 0.9% | 69.3%-68.4pp | 72.3%-71.4pp | 71.3%-70.3pp |
| Annual return | 23.50% | 17.06%+6.4pp | 33.75%-10.2pp | 22.88%+0.6pp |
| Employer contribution / active EE | $0 | $6,233-100.0% | $2,750-100.0% | $3,239-100.0% |
| Participant deferral / active EE | $20 | $5,097-99.6% | $3,881-99.5% | $5,455-99.6% |
| Admin fee / account holder | $142 | $34+312.7% | $3,070-95.4% | $74+91.9% |