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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 | $8,522 |
COASTAL PENSION CONSULTANTS INC5+ years Service code 15 · EIN 38-3661233 PO BOX 1350 · PALM HARBOR, FL 346821350 | Recordkeeping | $3,690 |
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.
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 | $1,191 | $41,617-97.1% | $84,637-98.6% | $77,775-98.5% |
| Participation rate | 28.3% | 45.0%-16.7pp | 68.2%-39.9pp | 73.2%-44.9pp |
| Annual return | 30.93% | 24.97%+6.0pp | 258.82%-227.9pp | 32.58%-1.6pp |
| Employer contribution / active EE | $0 | $1,061-100.0% | $2,653-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $250 | $2,129-88.3% | $3,900-93.6% | $3,966-93.7% |
| Admin fee / account holder | $10 | $121-91.4% | $4,914-99.8% | $100-89.6% |