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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS L Service code 15 · EIN 13-3689044 | Recordkeeping | $13,342 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $13,321 |
STADION MONEY MANAGEMENT5+ years Service code 51 · EIN 58-2099805 1061 CLIFF DAWSON ROAD · WATKINSVILLE, GA 30677 | Investment Mgmt Fees | $4,927 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 15 · EIN 54-1921942 | Recordkeeping | $2,572 |
BDO USA, LLP1 year Service code 15 501 RIVERSIDE AVE · JACKSONVILLE, FL 32202 | Recordkeeping | $400 |
UNITED OF OMAHA5+ years Filed as: UNITED OF OMAHA INSURANCE COMPANY Service code 52 · EIN 47-0322111 MUTUAL OF OMAHA PLAZA · OMAHA, NE 68175 | Indirect Investment Fees | -$778 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $28,936 | $62,928-54.0% | $172,753-83.2% | $67,582-57.2% |
| Participation rate | 31.5% | 64.5%-32.9pp | 82.6%-51.1pp | 71.3%-39.8pp |
| Annual return | 18.23% | 30.36%-12.1pp | 803.00%-784.8pp | 378.57%-360.3pp |
| Employer contribution / active EE | $203 | $1,636-87.6% | $5,144-96.0% | $2,148-90.5% |
| Participant deferral / active EE | $546 | $2,145-74.5% | $5,198-89.5% | $3,539-84.6% |
| Admin fee / account holder | $284 | $167+70.3% | $13,956-98.0% | $142+99.4% |