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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $248,828 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 16 · EIN 26-4310632 | Consulting | $54,000 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,297 | $37,542-3.3% | $89,391-59.4% | $93,223-61.1% |
| Participation rate | 18.1% | 36.7%-18.6pp | 68.0%-49.9pp | 74.9%-56.8pp |
| Annual return | -0.41% | 16.65%-17.1pp | 245.62%-246.0pp | 19.29%-19.7pp |
| Employer contribution / active EE | $96 | $644-85.1% | $2,586-96.3% | $2,680-96.4% |
| Participant deferral / active EE | $984 | $1,684-41.6% | $3,890-74.7% | $4,563-78.4% |
| Admin fee / account holder | $122 | $107+13.9% | $4,881-97.5% | $79+53.7% |