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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $15,037 |
PROHEALTH GROUP INC1 year Service code 16 · EIN 47-5658024 | Consulting | $12,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $16,840 | $80,138-79.0% | $130,231-87.1% | $71,476-76.4% |
| Participation rate | 33.5% | 71.0%-37.5pp | 76.3%-42.8pp | 67.9%-34.5pp |
| Annual return | 16.06% | 16.81%-0.8pp | 38.77%-22.7pp | 28.85%-12.8pp |
| Employer contribution / active EE | $861 | $2,834-69.6% | $4,126-79.1% | $2,589-66.7% |
| Participant deferral / active EE | $1,375 | $4,641-70.4% | $6,799-79.8% | $4,290-68.0% |
| Admin fee / account holder | $141 | $1,035-86.4% | $6,020-97.7% | $1,587-91.1% |