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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $31,149 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $21,533 |
PENSION PLAN SERVICES3 years Filed as: PENSION PLAN SERVICES, INC. - MI Service code 15 · EIN 38-2154774 | Recordkeeping | $10,007 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,395 | $24,811+34.6% | $69,701-52.1% | $74,546-55.2% |
| Participation rate | 58.3% | 63.5%-5.2pp | 66.4%-8.1pp | 67.2%-8.9pp |
| Annual return | 10.68% | 18.53%-7.8pp | 100.32%-89.6pp | 1366.03%-1355.4pp |
| Employer contribution / active EE | $963 | $1,003-3.9% | $1,713-43.8% | $2,624-63.3% |
| Participant deferral / active EE | $1,491 | $1,904-21.7% | $2,887-48.3% | $4,347-65.7% |
| Admin fee / account holder | $300 | $1,898-84.2% | $4,717-93.6% | $1,944-84.6% |