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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,501 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $997 |
ASCENSUS LLC1 year Filed as: PENSION ADMINISTRATORS LLC Service code 15 · EIN 20-4043839 | Recordkeeping | $300 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $4,148 | $39,948-89.6% | $89,435-95.4% | $73,412-94.3% |
| Participation rate | 34.8% | 50.4%-15.7pp | 68.0%-33.2pp | 72.2%-37.4pp |
| Annual return | 102.68% | 50.12%+52.6pp | 245.55%-142.9pp | 59.30%+43.4pp |
| Employer contribution / active EE | $323 | $1,200-73.1% | $2,587-87.5% | $2,234-85.6% |
| Participant deferral / active EE | $784 | $2,193-64.2% | $3,890-79.8% | $3,806-79.4% |
| Admin fee / account holder | $31 | $134-76.5% | $4,884-99.4% | $158-80.1% |