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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICAFINANCIALLIFEINSURANCE Service code 15 · EIN 36-6071399 | Recordkeeping | $86,693 |
INTAC ACTUARIAL SERVICES5+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 15 · EIN 22-2446239 50 TICE BOULEVARD · WOODCLIFF LAKE, NJ 07677 | Recordkeeping | $13,708 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $27,369 | $62,928-56.5% | $172,752-84.2% | $67,579-59.5% |
| Participation rate | 57.9% | 64.5%-6.6pp | 82.6%-24.8pp | 71.3%-13.4pp |
| Annual return | 19.83% | 30.36%-10.5pp | 802.97%-783.1pp | 378.56%-358.7pp |
| Employer contribution / active EE | $351 | $1,636-78.6% | $5,144-93.2% | $2,148-83.7% |
| Participant deferral / active EE | $1,552 | $2,145-27.6% | $5,198-70.1% | $3,539-56.1% |
| Admin fee / account holder | $140 | $167-16.2% | $13,955-99.0% | $142-1.9% |