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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $4,953 |
Filed as: LEBENSON ACTUARIAL SERVICES, INC. Service code 15 · EIN 38-2799783 | Recordkeeping | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,027 | $32,425-66.0% | $74,577-85.2% | $55,167-80.0% |
| Participation rate | 39.8% | 54.0%-14.2pp | 68.1%-28.3pp | 69.0%-29.2pp |
| Annual return | 3.06% | 10.63%-7.6pp | 20.47%-17.4pp | 169.23%-166.2pp |
| Employer contribution / active EE | $951 | $1,043-8.9% | $2,525-62.4% | $1,963-51.6% |
| Participant deferral / active EE | $1,329 | $1,995-33.4% | $3,458-61.6% | $3,054-56.5% |
| Admin fee / account holder | $68 | $748-90.9% | $4,138-98.3% | $504-86.4% |