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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 15 · EIN 39-1816008 | Recordkeeping | $300 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $40 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $28,455 | $54,541-47.8% | $78,778-63.9% | $70,126-59.4% |
| Participation rate | 69.9% | 60.8%+9.1pp | 69.2%+0.7pp | 69.5%+0.3pp |
| Annual return | 12.76% | 21.07%-8.3pp | 35.62%-22.9pp | 73.15%-60.4pp |
| Employer contribution / active EE | $1,225 | $1,089+12.5% | $1,986-38.3% | $2,343-47.7% |
| Participant deferral / active EE | $990 | $2,210-55.2% | $2,958-66.5% | $3,332-70.3% |
| Admin fee / account holder | $3 | $3,709-99.9% | $5,134-99.9% | $4,645-99.9% |