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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 440 MAMARONECK AVE · HARRISON, NY 10528 | Recordkeeping | $8,019 |
Filed as: INDEPENDENT ADVISOR ALLIANCE, LLC Service code 27 · EIN 46-3825461 11215 N COMMUNITY HOUSE RD · CHARLOTTE, NC 28277 | Advisory (Plan) | $1,765 |
Service code 15 · EIN 27-0293282 12276 SAN JOSE BLVD. · JACKSONVILLE, FL 32223 | Recordkeeping | $660 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 100 MANHATTAN ROAD · PURCHASE, NY 10577 | Recordkeeping | $115 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,719 | $43,133+54.7% | $89,391-25.4% | $73,488-9.2% |
| Participation rate | 14.8% | 55.0%-40.2pp | 68.0%-53.2pp | 70.7%-55.9pp |
| Annual return | 17.61% | 135.66%-118.1pp | 245.62%-228.0pp | 28.51%-10.9pp |
| Employer contribution / active EE | $561 | $1,438-61.0% | $2,586-78.3% | $2,270-75.3% |
| Participant deferral / active EE | $914 | $2,445-62.6% | $3,890-76.5% | $3,740-75.5% |
| Admin fee / account holder | $231 | $444-47.9% | $4,881-95.3% | $513-54.9% |