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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $11,845 |
AVINTUS2+ years Filed as: AVINTUS, LLC Service code 15 · EIN 04-3682160 | Recordkeeping | $2,036 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,892 | $48,064-25.3% | $78,778-54.4% | $69,631-48.5% |
| Participation rate | 33.0% | 61.6%-28.5pp | 69.2%-36.2pp | 70.7%-37.7pp |
| Annual return | 13.37% | 21.81%-8.4pp | 35.62%-22.2pp | 27571.02%-27557.6pp |
| Employer contribution / active EE | $481 | $744-35.4% | $1,986-75.8% | $2,032-76.3% |
| Participant deferral / active EE | $1,183 | $2,079-43.1% | $2,958-60.0% | $3,224-63.3% |
| Admin fee / account holder | $0 | $152-100.0% | $5,134-100.0% | $110-100.0% |