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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $37,441 |
FROST BANK1 year Service code 17 · EIN 74-6036463 | Pension Consulting | $22,500 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $612 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,998 | $46,292-7.1% | $143,757-70.1% | $64,808-33.7% |
| Participation rate | 37.8% | 64.2%-26.4pp | 80.3%-42.5pp | 71.5%-33.7pp |
| Annual return | -21.17% | -10.05%-11.1pp | -0.04%-21.1pp | 32.82%-54.0pp |
| Employer contribution / active EE | $597 | $1,910-68.8% | $4,951-88.0% | $2,506-76.2% |
| Participant deferral / active EE | $1,229 | $2,646-53.5% | $5,637-78.2% | $4,310-71.5% |
| Admin fee / account holder | $131 | $154-14.8% | $14,673-99.1% | $188-30.2% |