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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $15,071 |
RETIREMENT STRATEGIES, INC.2+ years Service code 15 · EIN 58-2380163 | Recordkeeping | $14,272 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 22 · EIN 26-4310632 | Insurance Broker | $0 |
Annual investment return 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,867 | $43,717-72.9% | $81,478-85.4% | $77,958-84.8% |
| Participation rate | 82.8% | 42.5%+40.3pp | 68.0%+14.9pp | 71.6%+11.2pp |
| Annual return | 12.79% | 23.83%-11.0pp | 38.78%-26.0pp | 20.87%-8.1pp |
| Employer contribution / active EE | $293 | $919-68.1% | $2,568-88.6% | $2,310-87.3% |
| Participant deferral / active EE | $1,660 | $1,783-6.9% | $3,537-53.1% | $3,537-53.1% |
| Admin fee / account holder | $19 | $108-82.4% | $4,561-99.6% | $97-80.5% |