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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $10,847 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $7,500 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,153 | $106,230-77.3% | $147,080-83.6% | $77,736-68.9% |
| Participation rate | 48.2% | 78.4%-30.2pp | 82.2%-34.0pp | 70.6%-22.4pp |
| Annual return | 14.69% | 56.91%-42.2pp | 420.17%-405.5pp | 31.26%-16.6pp |
| Employer contribution / active EE | $1,297 | $4,072-68.1% | $4,933-73.7% | $2,728-52.4% |
| Participant deferral / active EE | $3,278 | $8,001-59.0% | $8,066-59.4% | $4,651-29.5% |
| Admin fee / account holder | $30 | $338-91.1% | $12,989-99.8% | $433-93.1% |