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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $18,317 |
EPIC RETIREMENT PLAN SERVICES5+ years Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 15 · EIN 25-1759623 4000 CRUMS MILL ROAD · HARRISBURG, PA 17112 | Recordkeeping | $10,800 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 25-1759623 4000 CRUMS MILL ROAD · HARRISBURG, PA 17112 | Recordkeeping | $3,281 |
Employer 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,163 | $63,114-72.8% | $92,903-81.5% | $65,185-73.7% |
| Participation rate | 99.0% | 68.8%+30.2pp | 76.0%+23.0pp | 70.2%+28.8pp |
| Annual return | 18.65% | 28.75%-10.1pp | 109.43%-90.8pp | 29.38%-10.7pp |
| Employer contribution / active EE | $521 | $2,571-79.7% | $3,653-85.7% | $2,177-76.1% |
| Participant deferral / active EE | $1,632 | $3,108-47.5% | $4,238-61.5% | $3,514-53.6% |
| Admin fee / account holder | $133 | $624-78.7% | $5,795-97.7% | $847-84.3% |