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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $7,353 |
THE KAGAN COMPANY3 years Service code 15 · EIN 95-4255557 | Recordkeeping | $4,461 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,755 | $84,493-89.6% | $125,381-93.0% | $66,938-86.9% |
| Participation rate | 53.4% | 76.4%-23.0pp | 82.4%-28.9pp | 69.8%-16.4pp |
| Annual return | -16.92% | -8.49%-8.4pp | 572.31%-589.2pp | 1.58%-18.5pp |
| Employer contribution / active EE | $2,334 | $3,554-34.3% | $4,815-51.5% | $2,545-8.3% |
| Participant deferral / active EE | $4,393 | $6,783-35.2% | $7,448-41.0% | $4,238+3.7% |
| Admin fee / account holder | $66 | $685-90.3% | $10,007-99.3% | $594-88.8% |