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| Provider | Service type | Compensation |
|---|---|---|
3(16) FIDUCIARY SERVICES CORP1+ years Service code 15 · EIN 45-4813650 | Recordkeeping | $23 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $11 |
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).
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 | $1,144 | $46,732-97.6% | $156,551-99.3% | $55,167-97.9% |
| Participation rate | 3.0% | 65.8%-62.8pp | 84.0%-81.0pp | 69.0%-66.0pp |
| Annual return | 0.00% | 17.72%-17.7pp | 32.23%-32.2pp | 169.23%-169.2pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $30 | $2,204-98.6% | $4,871-99.4% | $3,054-99.0% |
| Admin fee / account holder | $5 | $418-98.8% | $13,028-100.0% | $504-99.0% |