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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989871 | Recordkeeping | $7,366 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $1,640 |
MORGAN STANLEY SMITH BARNEY3 years Service code 22 · EIN 26-4310632 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $35,281 | $28,109+25.5% | $71,089-50.4% | $56,289-37.3% |
| Participation rate | 12.0% | 40.4%-28.4pp | 54.6%-42.6pp | 69.9%-57.9pp |
| Annual return | -8.09% | -615.05%+607.0pp | 650.65%-658.7pp | -9.96%+1.9pp |
| Employer contribution / active EE | $289 | $558-48.2% | $1,088-73.5% | $2,111-86.3% |
| Participant deferral / active EE | $722 | $1,116-35.3% | $1,873-61.4% | $3,350-78.4% |
| Admin fee / account holder | $360 | $585-38.4% | $3,082-88.3% | $521-30.9% |