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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-2247729 | Advisory (Plan) | $15,952 |
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $14,028 |
PREMIER PLAN CONSULTANTS5 years Service code 15 · EIN 82-0986372 6215 FERRIS SQUARE · SAN DIEGO, CA 92121 | Recordkeeping | $4,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,424 | $45,119-23.7% | $85,126-59.6% | $74,429-53.7% |
| Participation rate | 49.1% | 49.4%-0.2pp | 67.5%-18.4pp | 67.2%-18.1pp |
| Annual return | 14.37% | 26.28%-11.9pp | 66.63%-52.3pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $1,464 | $1,460+0.3% | $2,731-46.4% | $2,625-44.2% |
| Participant deferral / active EE | $2,845 | $2,738+3.9% | $4,523-37.1% | $4,348-34.6% |
| Admin fee / account holder | $275 | $2,214-87.6% | $6,160-95.5% | $1,944-85.9% |