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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $91,043 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $51,954 |
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL, NICOLAUS & COMPANY, INC. Service code 27 · EIN 43-0538770 | Advisory (Plan) | $8,288 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,701 | $58,969-44.5% | $129,406-74.7% | $77,762-57.9% |
| Participation rate | 54.7% | 59.5%-4.8pp | 69.6%-15.0pp | 70.6%-15.9pp |
| Annual return | 10.39% | 24.78%-14.4pp | 9468.18%-9457.8pp | 31.27%-20.9pp |
| Employer contribution / active EE | $213 | $1,959-89.1% | $4,155-94.9% | $2,728-92.2% |
| Participant deferral / active EE | $1,406 | $3,224-56.4% | $4,167-66.3% | $4,651-69.8% |
| Admin fee / account holder | $424 | $593-28.5% | $7,689-94.5% | $433-2.1% |