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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $26,957 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 16 · EIN 81-3968784 | Consulting | $9,867 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,033 | $50,902-78.3% | $155,534-92.9% | $77,736-85.8% |
| Participation rate | 19.6% | 63.1%-43.4pp | 78.2%-58.6pp | 70.6%-50.9pp |
| Annual return | 14.09% | 34.85%-20.8pp | 64.92%-50.8pp | 31.26%-17.2pp |
| Employer contribution / active EE | $52 | $1,991-97.4% | $4,675-98.9% | $2,728-98.1% |
| Participant deferral / active EE | $943 | $2,824-66.6% | $5,630-83.3% | $4,651-79.7% |
| Admin fee / account holder | $179 | $437-59.1% | $15,900-98.9% | $433-58.7% |