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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $100,968 |
Service code 27 · EIN 81-3566330 | Advisory (Plan) | $66,912 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $31,365 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,140 | $53,216-73.4% | $155,534-90.9% | $199,960-92.9% |
| Participation rate | 28.9% | 64.1%-35.2pp | 78.2%-49.3pp | 72.0%-43.1pp |
| Annual return | 19.26% | 41.18%-21.9pp | 64.92%-45.7pp | 34.28%-15.0pp |
| Employer contribution / active EE | $500 | $1,848-72.9% | $4,675-89.3% | $3,036-83.5% |
| Participant deferral / active EE | $883 | $3,164-72.1% | $5,630-84.3% | $5,087-82.6% |
| Admin fee / account holder | $175 | $186-5.5% | $15,900-98.9% | $269-34.8% |