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| Provider | Service type | Compensation |
|---|---|---|
INTAC ACTUARIAL SERVICES2+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 15 · EIN 22-2446239 545 ROUTE 17 SOUTH · RIDGEWOOD, NJ 07450 | Recordkeeping | $0 |
Filed as: TRANSAMERICAFINANCIALLIFEINSURANCE Service code 15 · EIN 36-6071399 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,319 | $37,213-66.9% | $156,551-92.1% | $63,975-80.7% |
| Participation rate | 57.5% | 65.0%-7.5pp | 84.0%-26.6pp | 71.1%-13.7pp |
| Annual return | 7.02% | 47.89%-40.9pp | 32.23%-25.2pp | 48.65%-41.6pp |
| Employer contribution / active EE | $252 | $1,357-81.4% | $5,501-95.4% | $2,182-88.4% |
| Participant deferral / active EE | $1,119 | $2,070-45.9% | $4,871-77.0% | $3,356-66.6% |
| Admin fee / account holder | $80 | $56+41.2% | $13,028-99.4% | $70+12.9% |