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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,254 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $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.
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 | $24,596 | $76,551-67.9% | $123,894-80.1% | $62,881-60.9% |
| Participation rate | 61.5% | 73.0%-11.4pp | 81.4%-19.9pp | 69.3%-7.8pp |
| Annual return | 3.95% | 18.68%-14.7pp | 47.52%-43.6pp | 20.14%-16.2pp |
| Employer contribution / active EE | $1,848 | $2,882-35.9% | $4,617-60.0% | $2,281-19.0% |
| Participant deferral / active EE | $5,170 | $4,840+6.8% | $5,984-13.6% | $3,203+61.4% |
| Admin fee / account holder | $71 | $4,826-98.5% | $8,357-99.2% | $4,296-98.3% |