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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $27,200 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $18,075 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,037 | $40,386-15.7% | $80,607-57.8% | $74,440-54.3% |
| Participation rate | 12.1% | 47.4%-35.2pp | 67.0%-54.9pp | 70.7%-58.6pp |
| Annual return | 14.72% | 165.00%-150.3pp | 936.11%-921.4pp | 34.37%-19.6pp |
| Employer contribution / active EE | $257 | $1,496-82.8% | $2,724-90.6% | $2,638-90.3% |
| Participant deferral / active EE | $495 | $2,670-81.4% | $4,448-88.9% | $4,529-89.1% |
| Admin fee / account holder | $262 | $720-63.7% | $5,379-95.1% | $348-24.8% |