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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $4,062 |
CUTRARA & COMPANY3+ years Service code 15 · EIN 36-2887252 | Recordkeeping | $1,600 |
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.
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 | $26,146 | $71,192-63.3% | $117,861-77.8% | $62,293-58.0% |
| Participation rate | 45.1% | 74.2%-29.2pp | 79.7%-34.6pp | 69.5%-24.4pp |
| Annual return | 37.35% | 18.66%+18.7pp | 335.11%-297.8pp | 28.90%+8.5pp |
| Employer contribution / active EE | $1,551 | $1,934-19.8% | $3,786-59.0% | $2,042-24.1% |
| Participant deferral / active EE | $1,537 | $3,189-51.8% | $4,482-65.7% | $3,169-51.5% |
| Admin fee / account holder | $26 | $587-95.6% | $8,021-99.7% | $479-94.6% |