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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $7,586 |
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 15 · EIN 76-0500416 | Recordkeeping | $2,000 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $2,360 | $52,884-95.5% | $84,753-97.2% | $55,167-95.7% |
| Participation rate | 62.5% | 67.5%-5.0pp | 76.6%-14.1pp | 69.0%-6.5pp |
| Annual return | 7.90% | 18.03%-10.1pp | 22.78%-14.9pp | 169.23%-161.3pp |
| Employer contribution / active EE | $473 | $2,233-78.8% | $3,574-86.8% | $1,963-75.9% |
| Participant deferral / active EE | $1,045 | $2,644-60.5% | $3,712-71.9% | $3,054-65.8% |
| Admin fee / account holder | $48 | $581-91.7% | $5,333-99.1% | $504-90.5% |