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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURNACE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $14,717 |
ERISA SERVICES, INC.4+ years Service code 15 · EIN 62-1200951 | Recordkeeping | $9,094 |
SILVER OAK SECURITIES. INC4+ years Filed as: SILVER OAKS SECURITIES, INC. Service code 27 · EIN 62-1765234 | Advisory (Plan) | $6,504 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 43-1270780 | Advisory (Plan) | $650 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,844 | $54,679-83.8% | $76,119-88.4% | $74,459-88.1% |
| Participation rate | 49.3% | 60.3%-11.0pp | 69.1%-19.7pp | 67.2%-17.9pp |
| Annual return | 8.89% | 31.90%-23.0pp | 361.25%-352.4pp | 1369.70%-1360.8pp |
| Employer contribution / active EE | $559 | $1,781-68.6% | $2,693-79.3% | $2,626-78.7% |
| Participant deferral / active EE | $1,431 | $3,072-53.4% | $4,259-66.4% | $4,350-67.1% |
| Admin fee / account holder | $183 | $2,238-91.8% | $6,421-97.1% | $1,945-90.6% |