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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT PLAN ADMINISTRATORS, LLC Service code 15 · EIN 58-2365498 | Recordkeeping | $1,878 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,387 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,521 | $80,177-96.9% | $123,894-98.0% | $57,658-95.6% |
| Participation rate | 88.5% | 74.4%+14.1pp | 81.4%+7.1pp | 70.2%+18.3pp |
| Annual return | 14.14% | 17.90%-3.8pp | 47.52%-33.4pp | 5.13%+9.0pp |
| Employer contribution / active EE | $1,555 | $2,913-46.6% | $4,617-66.3% | $1,974-21.2% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $8 | $106-92.3% | $8,357-99.9% | $95-91.3% |