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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 | $22,052 |
ORIENTAL PENSION CONSULTANTS3+ years Service code 13 1900 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Contract Administrator | $12,751 |
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 | $34,051 | $71,192-52.2% | $117,861-71.1% | $62,293-45.3% |
| Participation rate | 97.9% | 74.2%+23.6pp | 79.7%+18.2pp | 69.5%+28.3pp |
| Annual return | 11.82% | 18.66%-6.8pp | 335.11%-323.3pp | 28.90%-17.1pp |
| Employer contribution / active EE | $912 | $1,934-52.8% | $3,786-75.9% | $2,042-55.3% |
| Participant deferral / active EE | $1,905 | $3,189-40.3% | $4,482-57.5% | $3,169-39.9% |
| Admin fee / account holder | $210 | $587-64.3% | $8,021-97.4% | $479-56.3% |