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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,600 |
Service code 15 · EIN 27-0475956 | Recordkeeping | $2,370 |
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 15 · EIN 85-0833363 | Recordkeeping | $0 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,492 | $107,218-35.2% | $115,768-40.0% | $79,634-12.7% |
| Participation rate | 31.5% | 76.8%-45.3pp | 74.4%-42.9pp | 62.5%-31.0pp |
| Annual return | 13.17% | 15.41%-2.2pp | 100.46%-87.3pp | 36.46%-23.3pp |
| Employer contribution / active EE | $586 | $3,627-83.8% | $2,940-80.1% | $2,529-76.8% |
| Participant deferral / active EE | $2,401 | $5,091-52.8% | $4,917-51.2% | $3,835-37.4% |
| Admin fee / account holder | $34 | $576-94.1% | $12,439-99.7% | $1,002-96.6% |