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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,437 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: KDP RETIREMENT PLAN SERVICES, INC Service code 15 · EIN 38-3478073 | Recordkeeping | $100 |
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $8,503 | $55,453-84.7% | $170,435-95.0% | $62,293-86.3% |
| Participation rate | 47.1% | 66.4%-19.2pp | 83.6%-36.5pp | 69.5%-22.4pp |
| Annual return | 16.26% | 21.38%-5.1pp | 205.94%-189.7pp | 28.90%-12.6pp |
| Employer contribution / active EE | $794 | $2,164-63.3% | $5,432-85.4% | $2,042-61.1% |
| Participant deferral / active EE | $1,187 | $2,303-48.5% | $4,939-76.0% | $3,169-62.6% |
| Admin fee / account holder | $39 | $455-91.5% | $13,881-99.7% | $479-91.9% |