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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: PENSION CONSULTANTS CO., INC. Service code 15 | Recordkeeping | $240 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $170 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $67,172 | $60,788+10.5% | $85,709-21.6% | $79,391-15.4% |
| Participation rate | 51.8% | 62.1%-10.3pp | 69.9%-18.1pp | 70.7%-18.9pp |
| Annual return | 10.61% | 16.57%-6.0pp | 21.49%-10.9pp | 116.88%-106.3pp |
| Employer contribution / active EE | $2,810 | $1,664+68.8% | $2,619+7.3% | $2,428+15.7% |
| Participant deferral / active EE | $874 | $2,920-70.1% | $3,924-77.7% | $4,046-78.4% |
| Admin fee / account holder | $386 | $439-12.0% | $6,876-94.4% | $627-38.4% |