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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HENDERSON, LAURA E. Service code 49 1012 EWALL ST · MT PLEASANT, SC 294643046 | Other Services | $15,832 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $9,228 |
FLY, LENNRD1 year Service code 49 1012 EWALL ST · MT PLEASANT, SC 294643046 | Other Services | $5,278 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,210 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $28,369 | $38,969-27.2% | $109,313-74.0% | $55,167-48.6% |
| Participation rate | 64.8% | 58.2%+6.6pp | 71.3%-6.4pp | 69.0%-4.2pp |
| Annual return | 15.33% | 8.26%+7.1pp | 22.07%-6.7pp | 169.23%-153.9pp |
| Employer contribution / active EE | $218 | $1,227-82.2% | $3,892-94.4% | $1,963-88.9% |
| Participant deferral / active EE | $1,524 | $2,176-29.9% | $3,166-51.9% | $3,054-50.1% |
| Admin fee / account holder | $135 | $501-73.1% | $5,666-97.6% | $504-73.2% |