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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $50,050 |
Service code 27 · EIN 26-1204987 | Advisory (Plan) | $41,625 |
BREAZEALE SAUNDERS & O'NEIL LTD1+ years Filed as: BREAZEALE, SAUNDERS & O'NEIL, LTD. Service code 10 · EIN 64-0501200 | Accounting | $19,841 |
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.
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 | $12,731 | $59,188-78.5% | $40,757-68.8% | $59,188-78.5% |
| Participation rate | 55.8% | 69.4%-13.6pp | 79.3%-23.5pp | 69.4%-13.6pp |
| Annual return | 0.19% | 5.51%-5.3pp | -0.50%+0.7pp | 5.51%-5.3pp |
| Employer contribution / active EE | $327 | $2,098-84.4% | $3,004-89.1% | $2,098-84.4% |
| Participant deferral / active EE | $629 | $3,265-80.7% | $3,485-82.0% | $3,265-80.7% |
| Admin fee / account holder | $35 | $92-62.0% | $4,272-99.2% | $92-62.0% |