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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $57,801 |
Filed as: FINTRUST CAPITAL ADVISORS Service code 27 · EIN 26-1204987 | Advisory (Plan) | $49,430 |
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 | $12,904 | $75,289-82.9% | $54,726-76.4% | $75,289-82.9% |
| Participation rate | 60.4% | 72.4%-12.0pp | 79.1%-18.7pp | 72.4%-12.0pp |
| Annual return | -4.08% | -0.04%-4.0pp | -4.56%+0.5pp | -0.04%-4.0pp |
| Employer contribution / active EE | $455 | $2,405-81.1% | $3,449-86.8% | $2,405-81.1% |
| Participant deferral / active EE | $765 | $3,739-79.6% | $3,953-80.7% | $3,739-79.6% |
| Admin fee / account holder | $42 | $102-59.4% | $3,818-98.9% | $102-59.4% |