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| Provider | Service type | Compensation |
|---|---|---|
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 15 · EIN 39-1816008 | Recordkeeping | $500 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 1150 SOUTH OLIVE STREET · LOS ANGELES, CA 90015 | Recordkeeping | $65 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,838 | $50,666-35.2% | $76,823-57.3% | $65,185-49.6% |
| Participation rate | 22.8% | 68.8%-46.1pp | 72.1%-49.3pp | 70.2%-47.4pp |
| Annual return | 7.48% | 28.51%-21.0pp | 1166.42%-1158.9pp | 29.38%-21.9pp |
| Employer contribution / active EE | $0 | $1,575-100.0% | $2,302-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $634 | $2,647-76.1% | $3,336-81.0% | $3,514-82.0% |
| Admin fee / account holder | $34 | $463-92.6% | $6,422-99.5% | $847-96.0% |