Filed April 29, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $103,715 |
Filed as: TRANSAMERICA FINANCIAL SOLUTIONS Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $48,313 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE AND TOUCHE, LLP Service code 10 · EIN 13-3891517 | Accounting | $47,700 |
MMA SECURITIES LLC2 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $39,986 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $30,618 | $81,302-62.3% | $76,002-59.7% | $199,768-84.7% |
| Participation rate | 66.5% | 70.1%-3.5pp | 69.1%-2.5pp | 72.0%-5.5pp |
| Annual return | 11.90% | 16.31%-4.4pp | 360.07%-348.2pp | 34.26%-22.4pp |
| Employer contribution / active EE | $718 | $3,352-78.6% | $2,688-73.3% | $3,037-76.4% |
| Participant deferral / active EE | $2,845 | $4,721-39.7% | $4,257-33.2% | $5,090-44.1% |
| Admin fee / account holder | $223 | $145+53.6% | $6,414-96.5% | $269-17.2% |