Filed August 28, 2017
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $335,317 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $12,617 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,269 | $89,569-59.5% | $182,532-80.1% | $89,569-59.5% |
| Participation rate | 0.0% | 69.6%-69.6pp | 78.0%-78.0pp | 69.6%-69.6pp |
| Annual return | 19.01% | 34.56%-15.5pp | 148.54%-129.5pp | 34.56%-15.5pp |
| Employer contribution / active EE | $441 | $2,584-83.0% | $4,076-89.2% | $2,584-83.0% |
| Participant deferral / active EE | $1,128 | $4,220-73.3% | $5,524-79.6% | $4,220-73.3% |
| Admin fee / account holder | $146 | $72+103.3% | $8,592-98.3% | $72+103.3% |