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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 | $22,494 |
ORIENTAL PENSION CONSULTANTS2+ years Service code 13 1900 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Contract Administrator | $12,429 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,125 | $63,924-51.3% | $108,582-71.3% | $55,167-43.6% |
| Participation rate | 98.6% | 74.3%+24.2pp | 79.6%+19.0pp | 69.0%+29.6pp |
| Annual return | 3.65% | 15.31%-11.7pp | -51.70%+55.3pp | 169.23%-165.6pp |
| Employer contribution / active EE | $1,366 | $1,879-27.3% | $3,758-63.7% | $1,963-30.4% |
| Participant deferral / active EE | $1,833 | $3,067-40.2% | $4,311-57.5% | $3,054-40.0% |
| Admin fee / account holder | $225 | $618-63.5% | $7,645-97.1% | $504-55.3% |