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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $14,977 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 · EIN 26-4310632 | Insurance Broker | $0 |
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.
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 | $6,996 | $46,173-84.8% | $170,435-95.9% | $69,631-90.0% |
| Participation rate | 47.1% | 63.9%-16.8pp | 83.6%-36.5pp | 70.7%-23.6pp |
| Annual return | 8.15% | 21.62%-13.5pp | 205.94%-197.8pp | 27571.02%-27562.9pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $662 | $2,080-68.2% | $4,939-86.6% | $3,224-79.5% |
| Admin fee / account holder | $70 | $116-39.9% | $13,881-99.5% | $110-36.9% |