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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INS COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,529 |
Filed as: ATLANTIC PENSION SERVICES INC Service code 15 · EIN 23-2942715 511 SCHOOLHOUSE ROAD · KENNETT SQUARE, PA 19348 | Recordkeeping | $300 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $28,186 | $73,102-61.4% | $123,552-77.2% | $56,287-49.9% |
| Participation rate | 47.8% | 74.3%-26.5pp | 82.3%-34.5pp | 69.9%-22.1pp |
| Annual return | -3.29% | 3.01%-6.3pp | 119.20%-122.5pp | -9.96%+6.7pp |
| Employer contribution / active EE | $868 | $2,977-70.8% | $4,628-81.2% | $2,111-58.9% |
| Participant deferral / active EE | $2,223 | $5,423-59.0% | $6,426-65.4% | $3,350-33.6% |
| Admin fee / account holder | $31 | $554-94.4% | $9,285-99.7% | $521-94.1% |