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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $4,348 |
MCGREGOR & ASSOCIATES, INC.1+ years Service code 15 · EIN 61-1211399 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $8,558 | $46,732-81.7% | $156,551-94.5% | $55,167-84.5% |
| Participation rate | 64.8% | 65.8%-1.0pp | 84.0%-19.3pp | 69.0%-4.2pp |
| Annual return | -1.58% | 17.72%-19.3pp | 32.23%-33.8pp | 169.23%-170.8pp |
| Employer contribution / active EE | $850 | $2,105-59.6% | $5,501-84.6% | $1,963-56.7% |
| Participant deferral / active EE | $1,146 | $2,204-48.0% | $4,871-76.5% | $3,054-62.5% |
| Admin fee / account holder | $60 | $418-85.6% | $13,028-99.5% | $504-88.0% |