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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $79,372 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $1,258 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,007 | $21,965-40.8% | $59,496-78.1% | $59,188-78.0% |
| Participation rate | 67.6% | 32.6%+35.0pp | 54.6%+13.0pp | 69.4%-1.9pp |
| Annual return | -0.42% | 22.15%-22.6pp | 182.05%-182.5pp | 5.51%-5.9pp |
| Employer contribution / active EE | $328 | $316+3.6% | $1,153-71.6% | $2,098-84.4% |
| Participant deferral / active EE | $1,022 | $732+39.7% | $1,829-44.1% | $3,265-68.7% |
| Admin fee / account holder | $28 | $74-62.5% | $2,232-98.8% | $92-69.8% |