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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $11,187 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 22 · EIN 41-0973005 | Insurance Broker | $2,892 |
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).
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 | $68,703 | $66,124+3.9% | $90,461-24.1% | $73,497-6.5% |
| Participation rate | 86.6% | 69.7%+16.9pp | 72.7%+13.9pp | 70.7%+15.9pp |
| Annual return | 9.71% | 17.65%-7.9pp | 1294.76%-1285.1pp | 28.51%-18.8pp |
| Employer contribution / active EE | $1,459 | $2,346-37.8% | $3,264-55.3% | $2,270-35.7% |
| Participant deferral / active EE | $2,271 | $3,039-25.3% | $3,964-42.7% | $3,740-39.3% |
| Admin fee / account holder | $87 | $396-77.9% | $5,617-98.4% | $513-83.0% |