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| Provider | Service type | Compensation |
|---|---|---|
CULVER RETIREMENT SERVICES, INC.3 years Service code 15 · EIN 84-0887119 | Recordkeeping | $5,850 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $4,904 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $4,086 |
Participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,843 | $63,114-95.5% | $92,893-96.9% | $65,185-95.6% |
| Participation rate | 70.3% | 68.8%+1.5pp | 76.0%-5.7pp | 70.2%+0.1pp |
| Annual return | 21.13% | 28.75%-7.6pp | 109.41%-88.3pp | 29.38%-8.3pp |
| Employer contribution / active EE | $0 | $2,571-100.0% | $3,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,337 | $3,108-57.0% | $4,236-68.4% | $3,514-62.0% |
| Admin fee / account holder | $44 | $624-93.0% | $5,794-99.2% | $847-94.8% |