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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT STRATEGIES, INC.3+ years Filed as: RETIREMENT STRATEGIES INC Service code 15 · EIN 58-2380163 | Recordkeeping | $2,474 |
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $1,087 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,987 | $63,156-52.5% | $122,332-75.5% | $62,292-51.9% |
| Participation rate | 35.4% | 60.0%-24.6pp | 71.6%-36.3pp | 69.5%-34.1pp |
| Annual return | 13.76% | 20.61%-6.9pp | 30.27%-16.5pp | 28.90%-15.1pp |
| Employer contribution / active EE | $502 | $1,385-63.8% | $4,050-87.6% | $2,042-75.4% |
| Participant deferral / active EE | $1,271 | $2,321-45.2% | $3,287-61.3% | $3,169-59.9% |
| Admin fee / account holder | $42 | $440-90.5% | $5,478-99.2% | $479-91.3% |