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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 91-0964302 | Recordkeeping | $1,198 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $892 |
ASCENSUS LLC3 years Filed as: MEANS & ASSOCIATES Service code 15 · EIN 81-3396218 | Recordkeeping | $476 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,700 | $98,766-55.8% | $149,730-70.8% | $79,852-45.3% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.5%+15.1pp | 69.6%+27.9pp |
| Annual return | 15.83% | 27.43%-11.6pp | 276.70%-260.9pp | 31.72%-15.9pp |
| Employer contribution / active EE | $1,831 | $3,217-43.1% | $4,645-60.6% | $2,471-25.9% |
| Participant deferral / active EE | $9,490 | $5,681+67.0% | $6,843+38.7% | $3,740+153.7% |
| Admin fee / account holder | $27 | $6,052-99.5% | $9,310-99.7% | $5,306-99.5% |