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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE CO. Service code 15 · EIN 39-0989781 | Recordkeeping | $7,904 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 26 · EIN 22-3570392 | Advisory (Participants) | $3,124 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $1,360 |
Service code 15 · EIN 71-0294708 | Recordkeeping | $650 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,383 | $60,165-56.1% | $74,184-64.4% | $55,167-52.2% |
| Participation rate | 58.3% | 74.2%-15.8pp | 76.6%-18.3pp | 69.0%-10.7pp |
| Annual return | 7.50% | 10.00%-2.5pp | 17.74%-10.2pp | 169.23%-161.7pp |
| Employer contribution / active EE | $272 | $1,600-83.0% | $2,370-88.5% | $1,963-86.1% |
| Participant deferral / active EE | $1,353 | $2,973-54.5% | $3,550-61.9% | $3,054-55.7% |
| Admin fee / account holder | $90 | $419-78.4% | $5,586-98.4% | $504-82.1% |