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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 42-1484983 | Recordkeeping | $10,495 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $7,232 |
Filed as: CETERA INVESTMENT ADVISERS Service code 27 · EIN 36-3258176 | Advisory (Plan) | $1,486 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,190 | $95,255-82.0% | $63,803-73.1% | $100,573-82.9% |
| Participation rate | 9.9% | 69.8%-59.8pp | 72.7%-62.8pp | 70.9%-61.0pp |
| Annual return | 28.97% | 15.13%+13.8pp | 543.72%-514.8pp | 18.89%+10.1pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $2,532-100.0% | $3,763-100.0% |
| Participant deferral / active EE | $237 | $3,889-93.9% | $3,843-93.8% | $4,921-95.2% |
| Admin fee / account holder | $123 | $139-11.3% | $5,196-97.6% | $454-72.9% |