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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $21,196 |
TRUSTCORE FINANCIAL8 years Service code 27 | Advisory (Plan) | $21,196 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,925 |
WITT FINANCIAL GROUP LLC1 year Service code 27 · EIN 11-3709731 | Advisory (Plan) | $12,039 |
WITT FINANCIAL GROUP LLC1 year Filed as: WITT FINANCIAL GROUP Service code 27 | Advisory (Plan) | $12,038 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,246 | $58,778-21.3% | $129,295-64.2% | $77,671-40.5% |
| Participation rate | 43.6% | 59.2%-15.7pp | 69.6%-26.0pp | 70.6%-27.0pp |
| Annual return | 8.82% | 24.73%-15.9pp | 9429.28%-9420.5pp | 31.21%-22.4pp |
| Employer contribution / active EE | $463 | $1,952-76.3% | $4,157-88.9% | $2,726-83.0% |
| Participant deferral / active EE | $1,296 | $3,212-59.7% | $4,169-68.9% | $4,648-72.1% |
| Admin fee / account holder | $287 | $589-51.3% | $7,665-96.3% | $430-33.4% |