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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,734 |
CUTRARA & COMPANY1+ years Service code 15 · EIN 36-2887252 | Recordkeeping | $900 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,817 | $57,108-72.3% | $94,229-83.2% | $52,331-69.8% |
| Participation rate | 92.7% | 72.9%+19.8pp | 78.8%+14.0pp | 68.1%+24.6pp |
| Annual return | -16.30% | 1.47%-17.8pp | 10.68%-27.0pp | 4.54%-20.8pp |
| Employer contribution / active EE | $2,339 | $1,735+34.8% | $3,587-34.8% | $1,882+24.3% |
| Participant deferral / active EE | $1,696 | $3,040-44.2% | $4,320-60.7% | $3,022-43.9% |
| Admin fee / account holder | $20 | $546-96.3% | $6,269-99.7% | $592-96.6% |