Filed June 27, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $19,934 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 · EIN 26-4311657 | Advisory (Plan) | $966 |
THE HASLAUER GROUP, INC.1 year Service code 15 · EIN 72-1487108 | Recordkeeping | $580 |
LPL FINANCIAL1 year Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,493 | $70,917+58.6% | $98,920+13.7% | $73,497+53.1% |
| Participation rate | 15.2% | 73.8%-58.6pp | 76.0%-60.8pp | 70.7%-55.5pp |
| Annual return | 17.04% | 34.18%-17.1pp | 196.47%-179.4pp | 28.51%-11.5pp |
| Employer contribution / active EE | $462 | $2,037-77.3% | $2,689-82.8% | $2,270-79.6% |
| Participant deferral / active EE | $852 | $3,501-75.7% | $4,245-79.9% | $3,740-77.2% |
| Admin fee / account holder | $805 | $535+50.5% | $6,643-87.9% | $513+56.9% |