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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $10,231 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 55 11 E CENTRAL ST · CHIPPEWA FALLS, WI 547292502 | Other Commissions | $5,534 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $39,659 | $37,044+7.1% | $71,796-44.8% | $57,658-31.2% |
| Participation rate | 25.8% | 61.1%-35.4pp | 69.1%-43.4pp | 70.2%-44.5pp |
| Annual return | 5.41% | 12.64%-7.2pp | 78.04%-72.6pp | 5.13%+0.3pp |
| Employer contribution / active EE | $435 | $720-39.6% | $1,924-77.4% | $1,974-78.0% |
| Participant deferral / active EE | $562 | $1,974-71.5% | $2,794-79.9% | $3,061-81.6% |
| Admin fee / account holder | $87 | $101-13.7% | $4,815-98.2% | $95-7.8% |