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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $56,328 |
M HOLDINGS SECURITIES INC1+ years Filed as: M HOLDINGS, SECURITIES, INC Service code 27 · EIN 91-1802259 | Advisory (Plan) | $41,760 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
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 | $8,123 | $45,382-82.1% | $154,114-94.7% | $75,289-89.2% |
| Participation rate | 69.5% | 65.9%+3.6pp | 83.0%-13.5pp | 72.4%-2.9pp |
| Annual return | 56.58% | -0.47%+57.1pp | 735.16%-678.6pp | -0.04%+56.6pp |
| Employer contribution / active EE | $27 | $1,533-98.2% | $5,298-99.5% | $2,405-98.9% |
| Participant deferral / active EE | $1,025 | $2,384-57.0% | $5,081-79.8% | $3,739-72.6% |
| Admin fee / account holder | $65 | $89-26.7% | $13,411-99.5% | $102-36.0% |