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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $57,660 |
Service code 27 · EIN 26-1204987 | Advisory (Plan) | $41,513 |
BREAZEALE SAUNDERS & O'NEIL LTD2+ years Filed as: BREAZEALE, SAUNDERS & O'NEIL, LTD. Service code 10 · EIN 64-0501200 | Accounting | $17,481 |
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 | $12,629 | $63,975-80.3% | $46,225-72.7% | $63,975-80.3% |
| Participation rate | 60.7% | 71.1%-10.5pp | 79.5%-18.8pp | 71.1%-10.5pp |
| Annual return | 6.38% | 48.65%-42.3pp | 7.57%-1.2pp | 48.65%-42.3pp |
| Employer contribution / active EE | $400 | $2,182-81.7% | $3,424-88.3% | $2,182-81.7% |
| Participant deferral / active EE | $755 | $3,356-77.5% | $3,776-80.0% | $3,356-77.5% |
| Admin fee / account holder | $41 | $70-41.7% | $3,519-98.8% | $70-41.7% |