Filed August 1, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: 360 WEALTH MANAGEMENT, LLC Service code 27 · EIN 45-5279132 | Advisory (Plan) | $16,391 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $4,482 |
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.
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 | $39,443 | $39,898-1.1% | $121,220-67.5% | $55,725-29.2% |
| Participation rate | 42.1% | 61.2%-19.1pp | 71.8%-29.6pp | 70.9%-28.7pp |
| Annual return | -7.01% | -0.96%-6.0pp | 16.94%-23.9pp | 244.93%-251.9pp |
| Employer contribution / active EE | $721 | $1,295-44.3% | $4,023-82.1% | $2,078-65.3% |
| Participant deferral / active EE | $2,032 | $2,439-16.7% | $3,345-39.3% | $3,356-39.4% |
| Admin fee / account holder | $109 | $95+14.9% | $5,021-97.8% | $115-5.2% |