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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $10,461 |
LOREN D. STARK COMPANY2 years Service code 15 · EIN 74-1537058 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Recordkeeping | $1,320 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,598 | $43,133-54.6% | $89,414-78.1% | $73,493-73.3% |
| Participation rate | 44.1% | 55.0%-10.9pp | 68.0%-23.9pp | 70.7%-26.6pp |
| Annual return | 18.17% | 135.66%-117.5pp | 245.50%-227.3pp | 28.51%-10.3pp |
| Employer contribution / active EE | $937 | $1,438-34.8% | $2,586-63.8% | $2,270-58.7% |
| Participant deferral / active EE | $1,509 | $2,445-38.3% | $3,890-61.2% | $3,740-59.6% |
| Admin fee / account holder | $147 | $444-66.8% | $4,883-97.0% | $513-71.3% |