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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 1150 S OLIVE STREET · LOS ANGELOS, CA 90015 | Recordkeeping | $7,685 |
COASTAL PENSION CONSULTANTS INC4+ years Service code 15 · EIN 38-3661233 PO BOX 1350 · PALM HARBOR, FL 346821350 | Recordkeeping | $3,210 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $886 | $34,242-97.4% | $76,518-98.8% | $75,289-98.8% |
| Participation rate | 31.2% | 43.9%-12.7pp | 68.0%-36.8pp | 72.4%-41.2pp |
| Annual return | -10.91% | -0.98%-9.9pp | -0.27%-10.6pp | -0.04%-10.9pp |
| Employer contribution / active EE | $0 | $975-100.0% | $2,647-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $305 | $1,872-83.7% | $3,836-92.1% | $3,739-91.9% |
| Admin fee / account holder | $13 | $112-88.7% | $4,849-99.7% | $102-87.7% |