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| Provider | Service type | Compensation |
|---|---|---|
BILLINGS AND COMPANY, INC.2+ years Service code 15 · EIN 42-1330861 | Recordkeeping | $55,794 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $40,366 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $6,405 | $23,385-72.6% | $69,182-90.7% | $57,658-88.9% |
| Participation rate | 83.9% | 37.9%+46.0pp | 55.1%+28.8pp | 70.2%+13.7pp |
| Annual return | 5.55% | -659.34%+664.9pp | -21.93%+27.5pp | 5.13%+0.4pp |
| Employer contribution / active EE | $802 | $422+89.8% | $1,206-33.5% | $1,974-59.4% |
| Participant deferral / active EE | $987 | $843+17.1% | $1,897-48.0% | $3,061-67.8% |
| Admin fee / account holder | $89 | $82+8.7% | $2,697-96.7% | $95-5.5% |