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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $10,526 |
HICKS PENSION SERVICES2+ years Service code 15 · EIN 94-2158860 | Recordkeeping | $5,382 |
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.
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 | $18,496 | $52,884-65.0% | $84,753-78.2% | $55,167-66.5% |
| Participation rate | 40.3% | 67.5%-27.2pp | 76.6%-36.3pp | 69.0%-28.6pp |
| Annual return | 6.15% | 18.03%-11.9pp | 22.78%-16.6pp | 169.23%-163.1pp |
| Employer contribution / active EE | $3,196 | $2,233+43.1% | $3,574-10.6% | $1,963+62.8% |
| Participant deferral / active EE | $693 | $2,644-73.8% | $3,712-81.3% | $3,054-77.3% |
| Admin fee / account holder | $137 | $581-76.4% | $5,333-97.4% | $504-72.8% |