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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 100-G EXECUTIVE DRIVE · EDGEWOOD, NY 11717 | Recordkeeping | $18,301 |
WRIGHT RETIREMENT SERVICES, LLC2+ years Service code 15 · EIN 58-2464392 1009 N. PATTERSON ST. · VALDOSTA, GA 31601 | Recordkeeping | $5,800 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,593 | $107,378-83.6% | $108,579-83.8% | $57,658-69.5% |
| Participation rate | 79.4% | 77.1%+2.3pp | 79.6%-0.2pp | 70.2%+9.2pp |
| Annual return | 16.64% | 12.80%+3.8pp | -51.70%+68.3pp | 5.13%+11.5pp |
| Employer contribution / active EE | $806 | $1,782-54.8% | $3,758-78.6% | $1,974-59.2% |
| Participant deferral / active EE | $2,067 | $3,221-35.8% | $4,311-52.0% | $3,061-32.5% |
| Admin fee / account holder | $65 | $108-40.3% | $7,645-99.2% | $95-31.5% |