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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 51 1150 SOUTH OLIVE ST. · LOS ANGELES, CA 900152211 | Investment Mgmt Fees | $23,242 |
ORIENTAL PENSION CONSULTANTS1+ years Service code 13 1900 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Contract Administrator | $16,368 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,145 | $57,108-52.5% | $94,229-71.2% | $52,331-48.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | -0.04% | 1.47%-1.5pp | 10.68%-10.7pp | 4.54%-4.6pp |
| Employer contribution / active EE | $1,433 | $1,735-17.4% | $3,587-60.0% | $1,882-23.8% |
| Participant deferral / active EE | $1,694 | $3,040-44.3% | $4,320-60.8% | $3,022-43.9% |
| Admin fee / account holder | $248 | $546-54.7% | $6,269-96.1% | $592-58.2% |