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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRASNAMERIA LIFE INSURANCE CO. Service code 15 · EIN 39-0989781 | Recordkeeping | $760 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,538 | $55,449+23.6% | $83,831-18.2% | $56,289+21.8% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -2.11% | -1.38%-0.7pp | 850.99%-853.1pp | -9.96%+7.8pp |
| Employer contribution / active EE | $6,681 | $2,430+174.9% | $3,631+84.0% | $2,111+216.5% |
| Participant deferral / active EE | $5,154 | $2,935+75.6% | $4,082+26.3% | $3,350+53.9% |
| Admin fee / account holder | $9 | $656-98.7% | $5,479-99.8% | $521-98.3% |