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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE OMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $39,144 |
Filed as: AMERPRISE FINANCIAL SERVICES, INC. Service code 22 · EIN 41-0973005 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,060 | $88,324-72.8% | $115,038-79.1% | $55,191-56.4% |
| Participation rate | 69.5% | 72.5%-3.1pp | 81.4%-11.9pp | 69.2%+0.3pp |
| Annual return | -1.74% | 6.30%-8.0pp | 26.14%-27.9pp | 10.78%-12.5pp |
| Employer contribution / active EE | $1,620 | $2,805-42.2% | $4,608-64.8% | $1,899-14.7% |
| Participant deferral / active EE | $3,069 | $5,042-39.1% | $6,026-49.1% | $3,046+0.7% |
| Admin fee / account holder | $196 | $105+86.1% | $8,175-97.6% | $91+116.1% |