Filed August 1, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $16,891 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,216 | $41,281-19.5% | $109,313-69.6% | $57,658-42.4% |
| Participation rate | 44.4% | 59.3%-14.9pp | 71.3%-26.9pp | 70.2%-25.8pp |
| Annual return | 8.49% | 8.97%-0.5pp | 22.07%-13.6pp | 5.13%+3.4pp |
| Employer contribution / active EE | $682 | $1,201-43.2% | $3,892-82.5% | $1,974-65.4% |
| Participant deferral / active EE | $1,944 | $2,223-12.6% | $3,166-38.6% | $3,061-36.5% |
| Admin fee / account holder | $92 | $75+21.9% | $5,666-98.4% | $95-2.9% |