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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 13 · EIN 39-0989781 | Contract Administrator | $5,411 |
ASCENSUS LLC1+ years Filed as: RETIREMENT STRATEGIES GROUP, LLC Service code 15 · EIN 72-1450587 | Recordkeeping | $900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $22,771 | $47,977-52.5% | $154,108-85.2% | $56,289-59.5% |
| Participation rate | 59.5% | 66.2%-6.7pp | 83.0%-23.5pp | 69.9%-10.3pp |
| Annual return | 0.00% | 3.54%-3.5pp | 735.21%-735.2pp | -9.96%+10.0pp |
| Employer contribution / active EE | $1,582 | $2,169-27.1% | $5,298-70.1% | $2,111-25.1% |
| Participant deferral / active EE | $2,235 | $2,392-6.6% | $5,081-56.0% | $3,350-33.3% |
| Admin fee / account holder | $75 | $438-82.8% | $13,411-99.4% | $521-85.5% |