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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $2,790 |
PKY ASSOCIATES1+ years Service code 15 · EIN 16-1418035 | Recordkeeping | $1,410 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,408 | $64,954-73.2% | $115,752-85.0% | $62,293-72.1% |
| Participation rate | 56.2% | 73.0%-16.8pp | 77.8%-21.6pp | 69.5%-13.3pp |
| Annual return | 0.00% | 24.87%-24.9pp | 19.41%-19.4pp | 28.90%-28.9pp |
| Employer contribution / active EE | $993 | $2,344-57.6% | $3,492-71.6% | $2,042-51.4% |
| Participant deferral / active EE | $1,787 | $3,665-51.2% | $5,204-65.7% | $3,169-43.6% |
| Admin fee / account holder | $48 | $414-88.3% | $6,278-99.2% | $479-89.9% |