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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $10,094 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $8,834 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,766 | $66,813-58.4% | $100,528-72.4% | $73,493-62.2% |
| Participation rate | 46.7% | 77.5%-30.8pp | 79.4%-32.7pp | 70.7%-24.0pp |
| Annual return | 16.21% | 25.70%-9.5pp | 30.90%-14.7pp | 28.51%-12.3pp |
| Employer contribution / active EE | $592 | $2,147-72.4% | $3,419-82.7% | $2,270-73.9% |
| Participant deferral / active EE | $1,437 | $5,883-75.6% | $6,271-77.1% | $3,740-61.6% |
| Admin fee / account holder | $118 | $512-77.0% | $8,084-98.5% | $513-77.0% |