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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSUR C Service code 15 · EIN 36-6071399 | Recordkeeping | $10,330 |
HUNNEX AND SHOEMAKER, INC.7 years Service code 15 · EIN 91-1072394 | Recordkeeping | $5,436 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,373 | $64,462-60.6% | $81,482-68.9% | $80,911-68.6% |
| Participation rate | 67.9% | 63.9%+4.0pp | 69.5%-1.6pp | 67.6%+0.3pp |
| Annual return | 18.00% | 16.35%+1.6pp | 24.79%-6.8pp | 35.63%-17.6pp |
| Employer contribution / active EE | $2,060 | $1,979+4.1% | $2,463-16.4% | $2,756-25.3% |
| Participant deferral / active EE | $3,410 | $3,094+10.2% | $3,885-12.2% | $4,297-20.6% |
| Admin fee / account holder | $203 | $5,678-96.4% | $5,761-96.5% | $6,935-97.1% |