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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO. Service code 15 · EIN 36-6071399 | Recordkeeping | $1,470 |
3(16) FIDUCIARY SERVICES CORP1+ years Filed as: 3(16) FIDUCIARY SERVICES CORP. Service code 15 · EIN 45-4813650 | Recordkeeping | $425 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,490 | $39,859-31.0% | $78,676-65.1% | $57,658-52.3% |
| Participation rate | 12.4% | 66.1%-53.7pp | 73.6%-61.2pp | 70.2%-57.8pp |
| Annual return | 0.00% | 18.96%-19.0pp | 62.19%-62.2pp | 5.13%-5.1pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,850-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $227 | $2,248-89.9% | $3,517-93.5% | $3,061-92.6% |
| Admin fee / account holder | $23 | $76-69.3% | $4,510-99.5% | $95-75.3% |