Filed September 5, 2023 (most recent of 2 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 1150 S. OLIVE STREET · LOS ANGELES, CA 900112211 | Recordkeeping | $8,769 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: KDP RETIREMENT PLAN SERVICES, INC Service code 15 3060 LAKE EASTBROOK BLVD. SE · GRAND RAPIDS, MI 49512 | Recordkeeping | $850 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $25,801 | $70,667-63.5% | $123,105-79.0% | $52,331-50.7% |
| Participation rate | 98.3% | 83.7%+14.6pp | 86.8%+11.5pp | 68.1%+30.2pp |
| Annual return | 1.20% | 6.23%-5.0pp | 13.22%-12.0pp | 4.54%-3.3pp |
| Employer contribution / active EE | $1,651 | $2,946-43.9% | $5,151-67.9% | $1,882-12.2% |
| Participant deferral / active EE | $3,257 | $4,493-27.5% | $6,229-47.7% | $3,022+7.8% |
| Admin fee / account holder | $39 | $506-92.3% | $9,014-99.6% | $592-93.4% |