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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $626 |
ADP BROKER-DEALER3 years Filed as: PENSION CONSULTANTS CO., INC. Service code 15 | Recordkeeping | $120 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,402 | $55,636-13.0% | $81,982-41.0% | $73,497-34.1% |
| Participation rate | 64.4% | 62.3%+2.1pp | 69.3%-4.8pp | 70.7%-6.3pp |
| Annual return | 5.79% | 19.07%-13.3pp | 41.31%-35.5pp | 28.51%-22.7pp |
| Employer contribution / active EE | $94 | $1,625-94.2% | $2,498-96.2% | $2,270-95.9% |
| Participant deferral / active EE | $638 | $2,762-76.9% | $3,722-82.9% | $3,740-82.9% |
| Admin fee / account holder | $300 | $493-39.2% | $5,665-94.7% | $513-41.6% |