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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KEEFER PENSION CONSULTING, INC. Service code 27 · EIN 27-0328721 400 CONTINENTAL BLVD · EL SEGUNDO, CA 90245 | Advisory (Plan) | $56,526 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 3345 WILSHIRE BLVD · LOS ANGELES, CA 90010 | Recordkeeping | $17,180 |
ACTUARIES UNLIMITED, INC.2 years Service code 17 · EIN 95-3654973 16030 VENTURA BLVD., STE. 320 · ENCINO, CA 91436 | Pension Consulting | $150 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
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 | $52,267 | $59,186-11.7% | $76,766-31.9% | $56,287-7.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -7.56% | 6.62%-14.2pp | 2.43%-10.0pp | -9.96%+2.4pp |
| Employer contribution / active EE | $1,471 | $1,759-16.4% | $2,485-40.8% | $2,111-30.3% |
| Participant deferral / active EE | $4,164 | $3,255+27.9% | $3,851+8.1% | $3,350+24.3% |
| Admin fee / account holder | $528 | $489+7.9% | $6,675-92.1% | $521+1.3% |