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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $937 |
PENSION FINANCIAL SERVICES, INC.1+ years Filed as: PENSION FINANCIAL SERVICES INC. Service code 15 · EIN 58-1485803 | Recordkeeping | $150 |
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.
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 | $7,160 | $38,969-81.6% | $109,313-93.5% | $55,167-87.0% |
| Participation rate | 28.1% | 58.2%-30.1pp | 71.3%-43.2pp | 69.0%-40.9pp |
| Annual return | 0.00% | 8.26%-8.3pp | 22.07%-22.1pp | 169.23%-169.2pp |
| Employer contribution / active EE | $351 | $1,227-71.4% | $3,892-91.0% | $1,963-82.1% |
| Participant deferral / active EE | $707 | $2,176-67.5% | $3,166-77.7% | $3,054-76.8% |
| Admin fee / account holder | $23 | $501-95.4% | $5,666-99.6% | $504-95.4% |