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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $11,523 |
HUNNEX AND SHOEMAKER, INC.2+ years Filed as: HUNNEX AND SHOEMAKER INC Service code 15 · EIN 91-1072394 | Recordkeeping | $2,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,962 | $75,183-41.5% | $123,894-64.5% | $55,167-20.3% |
| Participation rate | 56.0% | 72.8%-16.8pp | 81.4%-25.4pp | 69.0%-13.0pp |
| Annual return | 11.45% | 19.01%-7.6pp | 47.52%-36.1pp | 169.23%-157.8pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,738 | $5,084-6.8% | $5,984-20.8% | $3,054+55.1% |
| Admin fee / account holder | $150 | $663-77.3% | $8,357-98.2% | $504-70.2% |