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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $9,694 |
RETIREMENT STRATEGIES, INC.3 years Filed as: RETIREMENT STRATEGIES, INC Service code 15 · EIN 58-2380163 | Recordkeeping | $2,165 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $0 | $44,473-100.0% | $76,518-100.0% | $55,725-100.0% |
| Participation rate | 0.0% | 51.0%-51.0pp | 68.0%-68.0pp | 70.9%-70.9pp |
| Annual return | -2.00% | -2.01%0pp | -0.27%-1.7pp | 244.93%-246.9pp |
| Employer contribution / active EE | $1,528 | $1,101+38.8% | $2,647-42.3% | $2,078-26.5% |
| Participant deferral / active EE | $3,792 | $1,988+90.8% | $3,836-1.1% | $3,356+13.0% |
| Admin fee / account holder | $0 | $134-100.0% | $4,849-100.0% | $115-100.0% |