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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $13,096 |
CHERRY BEKAERT LLP3+ years Service code 10 · EIN 56-0574444 | Accounting | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $53,737 | $46,297+16.1% | $71,671-25.0% | $62,293-13.7% |
| Participation rate | 29.7% | 60.6%-31.0pp | 68.7%-39.1pp | 69.5%-39.8pp |
| Annual return | 10.60% | 22.32%-11.7pp | 20.65%-10.1pp | 28.90%-18.3pp |
| Employer contribution / active EE | $245 | $1,412-82.6% | $2,460-90.0% | $2,042-88.0% |
| Participant deferral / active EE | $1,029 | $2,235-54.0% | $3,438-70.1% | $3,169-67.5% |
| Admin fee / account holder | $289 | $461-37.3% | $5,558-94.8% | $479-39.8% |