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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,500 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $1,500 |
Filed as: UBS FINANCIAL SERVICES INSURANCE AG Service code 16 1000 HARBOR BLVD, ATTN ED CASE · WEEHAWKEN, NJ 07087 | Consulting | $0 |
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.
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 | $16,961 | $44,425-61.8% | $67,834-75.0% | $55,167-69.3% |
| Participation rate | 60.4% | 59.7%+0.7pp | 68.8%-8.4pp | 69.0%-8.6pp |
| Annual return | 5.56% | 17.80%-12.2pp | 138.47%-132.9pp | 169.23%-163.7pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,403-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,600 | $2,166-26.1% | $3,160-49.4% | $3,054-47.6% |
| Admin fee / account holder | $32 | $530-93.9% | $4,622-99.3% | $504-93.6% |