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| Provider | Service type | Compensation |
|---|---|---|
UNITED RETIREMENT INC2+ years Service code 15 · EIN 25-1759623 | Recordkeeping | $7,249 |
Filed as: TRANSAMERICA LIFE INSURANCE Service code 15 · EIN 30-0989781 | Recordkeeping | $4,909 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,703 | $36,916-76.4% | $156,551-94.4% | $57,658-84.9% |
| Participation rate | 31.1% | 63.4%-32.4pp | 84.0%-53.0pp | 70.2%-39.2pp |
| Annual return | 13.83% | 12.38%+1.4pp | 32.23%-18.4pp | 5.13%+8.7pp |
| Employer contribution / active EE | $105 | $1,571-93.3% | $5,501-98.1% | $1,974-94.7% |
| Participant deferral / active EE | $610 | $1,926-68.3% | $4,871-87.5% | $3,061-80.1% |
| Admin fee / account holder | $52 | $82-37.5% | $13,028-99.6% | $95-45.5% |