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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $8,472 |
LOREN D. STARK COMPANY2 years Filed as: LOREN D. STARK COMPANY, INC Service code 15 · EIN 74-1537058 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Recordkeeping | $720 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,356 | $33,067-74.7% | $76,518-89.1% | $56,287-85.2% |
| Participation rate | 49.0% | 55.4%-6.4pp | 68.0%-19.0pp | 69.9%-20.9pp |
| Annual return | -15.48% | 2.72%-18.2pp | -0.27%-15.2pp | -9.96%-5.5pp |
| Employer contribution / active EE | $924 | $1,200-23.0% | $2,647-65.1% | $2,111-56.2% |
| Participant deferral / active EE | $1,338 | $2,240-40.3% | $3,836-65.1% | $3,350-60.1% |
| Admin fee / account holder | $107 | $537-80.1% | $4,849-97.8% | $521-79.5% |