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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $21,308 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 · EIN 51-0116113 | Insurance Broker | $16,793 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $1,575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,931 | $59,159-5.5% | $159,960-65.0% | $66,914-16.4% |
| Participation rate | 39.4% | 68.1%-28.7pp | 78.0%-38.6pp | 69.8%-30.4pp |
| Annual return | -15.56% | -12.26%-3.3pp | 408.60%-424.2pp | 1.58%-17.1pp |
| Employer contribution / active EE | $0 | $1,983-100.0% | $4,226-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,528 | $4,395-42.5% | $6,182-59.1% | $4,237-40.3% |
| Admin fee / account holder | $234 | $591-60.5% | $8,698-97.3% | $593-60.6% |