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 | $7,465 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: KDP RETIREMENT PLAN SERVICES, INC Service code 15 3060 LAKE EASTBROOK BLVD. SE · GRAND RAPIDS, MI 49512 | Recordkeeping | $500 |
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 | $27,456 | $74,089-62.9% | $133,975-79.5% | $55,167-50.2% |
| Participation rate | 99.2% | 84.3%+14.9pp | 87.1%+12.1pp | 69.0%+30.2pp |
| Annual return | 7.14% | 12.11%-5.0pp | 29.29%-22.2pp | 169.23%-162.1pp |
| Employer contribution / active EE | $2,000 | $3,064-34.7% | $5,211-61.6% | $1,963+1.9% |
| Participant deferral / active EE | $3,355 | $4,678-28.3% | $6,282-46.6% | $3,054+9.9% |
| Admin fee / account holder | $31 | $458-93.3% | $9,324-99.7% | $504-93.9% |