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| Provider | Service type | Compensation |
|---|---|---|
DANA CONSULTING GROUP, LTD.2+ years Filed as: DANA CONSULTING GROUP, LTD Service code 15 · EIN 36-3905542 1539 GAMON ROAD · WHEATON, IL 60189 | Recordkeeping | $0 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 8488 SHEPARD FARM DRIVE · WEST CHESTER, OH 45069 | Recordkeeping | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,204 | $75,183-61.2% | $123,894-76.4% | $55,167-47.1% |
| Participation rate | 25.4% | 72.8%-47.4pp | 81.4%-56.0pp | 69.0%-43.5pp |
| Annual return | 10.98% | 19.01%-8.0pp | 47.52%-36.5pp | 169.23%-158.2pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,828 | $5,084-64.1% | $5,984-69.5% | $3,054-40.2% |
| Admin fee / account holder | $91 | $663-86.3% | $8,357-98.9% | $504-82.0% |