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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INS CO. Service code 15 · EIN 39-0989781 440 MAMARONECK AVE · HARRISON, NY 10528 | Recordkeeping | $10,492 |
NEXUS ADMINISTRATORS, INC.2 years Service code 15 · EIN 77-0586222 735 W ALLUVIAL AVE SUITE 101 · FRESNO, CA 93711 | Recordkeeping | $4,008 |
LPL FINANCIAL1 year Service code 22 · EIN 95-2834236 4707 EXECUTIVE DR · SAN DIEGO, CA 921213091 | 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,798 | $30,107-34.2% | $61,452-67.8% | $64,819-69.5% |
| Participation rate | 16.1% | 36.4%-20.3pp | 52.6%-36.5pp | 71.5%-55.4pp |
| Annual return | -14.64% | -13.99%-0.7pp | 338.96%-353.6pp | 32.84%-47.5pp |
| Employer contribution / active EE | $52 | $537-90.2% | $1,160-95.5% | $2,507-97.9% |
| Participant deferral / active EE | $284 | $1,126-74.8% | $2,125-86.6% | $4,311-93.4% |
| Admin fee / account holder | $134 | $148-9.9% | $2,131-93.7% | $188-28.8% |