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| Provider | Service type | Compensation |
|---|---|---|
MCGREGOR & ASSOCIATES, INC.2+ years Service code 15 · EIN 61-1211399 | Recordkeeping | $2,840 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,866 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 22 · EIN 41-0973005 | Insurance Broker | $1,653 |
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 | $18,989 | $60,165-68.4% | $74,185-74.4% | $55,167-65.6% |
| Participation rate | 51.9% | 74.2%-22.3pp | 76.6%-24.7pp | 69.0%-17.1pp |
| Annual return | 7.82% | 10.00%-2.2pp | 17.74%-9.9pp | 169.23%-161.4pp |
| Employer contribution / active EE | $649 | $1,600-59.4% | $2,370-72.6% | $1,963-66.9% |
| Participant deferral / active EE | $1,148 | $2,973-61.4% | $3,550-67.7% | $3,054-62.4% |
| Admin fee / account holder | $34 | $419-91.9% | $5,586-99.4% | $504-93.2% |