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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $4,237 |
SIKICH LLP3 years Service code 15 · EIN 15-3168081 | Recordkeeping | $2,380 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,102 | $86,332-66.3% | $125,175-76.8% | $65,185-55.4% |
| Participation rate | 78.8% | 75.3%+3.4pp | 79.8%-1.0pp | 70.2%+8.6pp |
| Annual return | 19.47% | 27.43%-8.0pp | 43.79%-24.3pp | 29.38%-9.9pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,865-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $3,537-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $38 | $609-93.8% | $9,702-99.6% | $847-95.6% |