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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,701 | $58,778-44.4% | $129,207-74.7% | $77,643-57.9% |
| Participation rate | 54.7% | 59.2%-4.6pp | 69.6%-14.9pp | 70.6%-15.9pp |
| Annual return | 10.39% | 24.73%-14.3pp | 9417.33%-9406.9pp | 31.24%-20.8pp |
| Employer contribution / active EE | $213 | $1,952-89.1% | $4,153-94.9% | $2,726-92.2% |
| Participant deferral / active EE | $1,406 | $3,212-56.2% | $4,168-66.3% | $4,647-69.8% |
| Admin fee / account holder | $424 | $589-28.1% | $7,715-94.5% | $430-1.5% |