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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $9,804 |
LOREN D. STARK COMPANY1 year Service code 15 · EIN 74-1537058 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Recordkeeping | $1,260 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $14,580 | $38,365-62.0% | $84,628-82.8% | $65,185-77.6% |
| Participation rate | 47.9% | 55.7%-7.8pp | 68.2%-20.4pp | 70.2%-22.3pp |
| Annual return | 26.71% | 32.00%-5.3pp | 258.80%-232.1pp | 29.38%-2.7pp |
| Employer contribution / active EE | $1,087 | $1,258-13.6% | $2,653-59.0% | $2,177-50.1% |
| Participant deferral / active EE | $1,663 | $2,278-27.0% | $3,900-57.4% | $3,514-52.7% |
| Admin fee / account holder | $135 | $451-70.1% | $4,914-97.3% | $847-84.1% |