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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $14,544 |
Filed as: MML INVESTORS SERVICES, LLC Service code 27 · EIN 04-3109325 | Advisory (Plan) | $3,085 |
Service code 15 · EIN 35-1277460 | Recordkeeping | $450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,091 | $63,314-58.8% | $91,004-71.3% | $62,293-58.1% |
| Participation rate | 40.3% | 73.3%-33.1pp | 75.6%-35.3pp | 69.5%-29.3pp |
| Annual return | 19.09% | 21.00%-1.9pp | 4.60%+14.5pp | 28.90%-9.8pp |
| Employer contribution / active EE | $1,052 | $1,807-41.8% | $2,456-57.2% | $2,042-48.5% |
| Participant deferral / active EE | $1,428 | $2,944-51.5% | $3,548-59.7% | $3,169-54.9% |
| Admin fee / account holder | $184 | $468-60.6% | $5,417-96.6% | $479-61.6% |