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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $5,225 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $2,535 |
LEBENSON ACTUARIAL SERVICES2 years Filed as: LEBENSON ACTUARIAL SERVICES, INC. Service code 15 · EIN 38-2799783 | Recordkeeping | $250 |
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 | $15,127 | $36,767-58.9% | $81,473-81.4% | $62,293-75.7% |
| Participation rate | 42.3% | 54.4%-12.2pp | 68.0%-25.7pp | 69.5%-27.3pp |
| Annual return | 17.09% | 173.80%-156.7pp | 38.78%-21.7pp | 28.90%-11.8pp |
| Employer contribution / active EE | $965 | $1,128-14.5% | $2,568-62.4% | $2,042-52.8% |
| Participant deferral / active EE | $1,312 | $2,111-37.8% | $3,537-62.9% | $3,169-58.6% |
| Admin fee / account holder | $85 | $797-89.4% | $4,561-98.1% | $479-82.3% |