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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $972,405 |
HICKS PENSION SERVICES1+ years Service code 15 · EIN 94-2158860 | Recordkeeping | $4,425 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,736 | $50,464-68.8% | $75,784-79.2% | $52,331-69.9% |
| Participation rate | 42.2% | 66.8%-24.5pp | 75.8%-33.6pp | 68.1%-25.9pp |
| Annual return | -1.64% | 1.03%-2.7pp | 9.68%-11.3pp | 4.54%-6.2pp |
| Employer contribution / active EE | $3,496 | $1,988+75.8% | $3,323+5.2% | $1,882+85.8% |
| Participant deferral / active EE | $409 | $2,570-84.1% | $3,652-88.8% | $3,022-86.5% |
| Admin fee / account holder | $92 | $1,103-91.7% | $5,300-98.3% | $592-84.5% |