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| Provider | Service type | Compensation |
|---|---|---|
PENSYS, INC.1 year Filed as: PENSYS INC Service code 15 · EIN 68-0348235 | Recordkeeping | $21,835 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $18,240 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $2,628 | $64,286-95.9% | $106,387-97.5% | $55,725-95.3% |
| Participation rate | 94.6% | 75.2%+19.4pp | 77.5%+17.2pp | 70.9%+23.8pp |
| Annual return | -4.73% | 0.84%-5.6pp | 0.25%-5.0pp | 244.93%-249.7pp |
| Employer contribution / active EE | $596 | $2,367-74.8% | $3,520-83.1% | $2,078-71.3% |
| Participant deferral / active EE | $1,335 | $4,158-67.9% | $5,421-75.4% | $3,356-60.2% |
| Admin fee / account holder | $63 | $102-38.1% | $7,510-99.2% | $115-45.0% |