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| Provider | Service type | Compensation |
|---|---|---|
BENEFITS ADMINISTRATORS, LLC6+ years Service code 15 · EIN 61-1291181 | Recordkeeping | $11,326 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $520 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,907 | $91,517-79.3% | $101,271-81.3% | $73,412-74.2% |
| Participation rate | 63.3% | 73.8%-10.4pp | 75.8%-12.5pp | 72.2%-8.8pp |
| Annual return | 11.27% | 17.17%-5.9pp | 46.48%-35.2pp | 59.30%-48.0pp |
| Employer contribution / active EE | $1,793 | $2,877-37.7% | $3,660-51.0% | $2,234-19.7% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $16 | $216-92.6% | $5,948-99.7% | $158-89.8% |