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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $24,099 |
MAX DORFMEISTER & CO LLP1+ years Service code 10 · EIN 34-1352513 | Accounting | $19,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $18,109 | $107,378-83.1% | $108,582-83.3% | $57,658-68.6% |
| Participation rate | 99.1% | 77.1%+21.9pp | 79.6%+19.5pp | 70.2%+28.8pp |
| Annual return | -0.23% | 12.80%-13.0pp | -51.70%+51.5pp | 5.13%-5.4pp |
| Employer contribution / active EE | $502 | $1,782-71.8% | $3,758-86.7% | $1,974-74.6% |
| Participant deferral / active EE | $1,498 | $3,221-53.5% | $4,311-65.3% | $3,061-51.1% |
| Admin fee / account holder | $80 | $108-26.0% | $7,645-98.9% | $95-15.0% |