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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $12,237 |
R-TECH CONSULTANTS, INC.1+ years Service code 15 · EIN 95-4436446 | Recordkeeping | $995 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
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.
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 | $16,441 | $54,320-69.7% | $67,652-75.7% | $52,331-68.6% |
| Participation rate | 84.8% | 73.6%+11.2pp | 75.7%+9.1pp | 68.1%+16.7pp |
| Annual return | -2.18% | 6.81%-9.0pp | 6625.40%-6627.6pp | 4.54%-6.7pp |
| Employer contribution / active EE | $2,181 | $1,544+41.3% | $2,266-3.7% | $1,882+15.9% |
| Participant deferral / active EE | $4,079 | $2,950+38.3% | $3,560+14.6% | $3,022+35.0% |
| Admin fee / account holder | $126 | $527-76.1% | $4,821-97.4% | $592-78.7% |