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| Provider | Service type | Compensation |
|---|---|---|
ORIENTAL PENSION CONSULTANTS8+ years Service code 13 1900 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Contract Administrator | $23,983 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 51 1150 SOUTH OLIVE ST. · LOS ANGELES, CA 900152211 | Investment Mgmt Fees | $19,460 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,257 | $86,655-73.2% | $119,622-80.6% | $66,938-65.3% |
| Participation rate | 96.7% | 75.6%+21.2pp | 79.3%+17.5pp | 69.8%+26.9pp |
| Annual return | -15.31% | -8.00%-7.3pp | -14.98%-0.3pp | 1.58%-16.9pp |
| Employer contribution / active EE | $1,164 | $2,536-54.1% | $4,232-72.5% | $2,545-54.3% |
| Participant deferral / active EE | $1,837 | $4,358-57.9% | $5,601-67.2% | $4,238-56.7% |
| Admin fee / account holder | $143 | $755-81.0% | $10,328-98.6% | $594-75.8% |