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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE CO. Service code 15 · EIN 39-0989781 | Recordkeeping | $19,521 |
Service code 15 · EIN 87-1603224 16703 EARLY RISER AVENUE, #210 · LAND O LAKES, FL 34638 | Recordkeeping | $3,728 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,911 | $71,526-59.6% | $98,450-70.6% | $71,495-59.6% |
| Participation rate | 40.0% | 72.7%-32.7pp | 75.2%-35.2pp | 67.9%-27.9pp |
| Annual return | 26.33% | 32.42%-6.1pp | 21.16%+5.2pp | 28.85%-2.5pp |
| Employer contribution / active EE | $1,090 | $2,400-54.6% | $3,049-64.2% | $2,589-57.9% |
| Participant deferral / active EE | $1,791 | $4,110-56.4% | $4,739-62.2% | $4,291-58.3% |
| Admin fee / account holder | $194 | $1,675-88.4% | $8,961-97.8% | $1,588-87.8% |