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 | $4,369 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: KDP RETIREMENT PLAN SERVICES, INC Service code 15 3060 LAKE EASTBROOK BLVD. SE · GRAND RAPIDS, MI 49512 | Recordkeeping | $655 |
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 | $33,355 | $89,739-62.8% | $149,721-77.7% | $62,293-46.5% |
| Participation rate | 96.8% | 85.1%+11.7pp | 87.1%+9.8pp | 69.5%+27.3pp |
| Annual return | 25.48% | 21.01%+4.5pp | 1501.67%-1476.2pp | 28.90%-3.4pp |
| Employer contribution / active EE | $2,175 | $3,233-32.7% | $5,444-60.0% | $2,042+6.5% |
| Participant deferral / active EE | $3,533 | $4,797-26.4% | $6,568-46.2% | $3,169+11.5% |
| Admin fee / account holder | $18 | $551-96.8% | $11,282-99.8% | $479-96.3% |