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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $188,562 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 16 · EIN 35-2552359 | Consulting | $20,000 |
Employer contribution per participant 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 | $22,538 | $48,592-53.6% | $185,861-87.9% | $90,274-75.0% |
| Participation rate | 94.6% | 66.2%+28.4pp | 78.0%+16.6pp | 73.4%+21.2pp |
| Annual return | 19.84% | 68.51%-48.7pp | 35.96%-16.1pp | 53.97%-34.1pp |
| Employer contribution / active EE | -$0 | $1,389-100.0% | $4,088-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $5,241 | $3,463+51.3% | $5,634-7.0% | $4,231+23.9% |
| Admin fee / account holder | $51 | $77-34.7% | $9,503-99.5% | $114-55.6% |