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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $15,802 |
Service code 15 · EIN 59-2438373 | Recordkeeping | $11,501 |
LPL FINANCIAL1 year Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $9,426 | $91,517-89.7% | $101,275-90.7% | $73,412-87.2% |
| Participation rate | 73.6% | 73.8%-0.2pp | 75.8%-2.3pp | 72.2%+1.4pp |
| Annual return | 14.56% | 17.17%-2.6pp | 46.48%-31.9pp | 59.30%-44.7pp |
| Employer contribution / active EE | $138 | $2,877-95.2% | $3,660-96.2% | $2,234-93.8% |
| Participant deferral / active EE | $1,634 | $3,338-51.0% | $4,371-62.6% | $3,806-57.1% |
| Admin fee / account holder | $69 | $216-68.2% | $5,948-98.8% | $158-56.5% |