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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $24,507 |
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $16,779 |
PENSION ASSURANCE LLP3 years Filed as: PENSION INNOVATIONS Service code 15 · EIN 34-1944384 | Recordkeeping | $5,014 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,273 | $92,186-81.3% | $105,624-83.6% | $77,762-77.8% |
| Participation rate | 36.0% | 81.0%-45.0pp | 75.3%-39.2pp | 70.6%-34.5pp |
| Annual return | 13.39% | 17.83%-4.4pp | 116.20%-102.8pp | 31.27%-17.9pp |
| Employer contribution / active EE | $382 | $3,376-88.7% | $3,168-88.0% | $2,728-86.0% |
| Participant deferral / active EE | $1,155 | $5,395-78.6% | $5,013-76.9% | $4,651-75.2% |
| Admin fee / account holder | $179 | $219-18.1% | $10,961-98.4% | $433-58.5% |