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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 | $40,435-15.8% | $80,627-57.8% | $74,460-54.3% |
| Participation rate | 12.1% | 47.4%-35.3pp | 67.0%-54.9pp | 70.7%-58.6pp |
| Annual return | 14.72% | 165.19%-150.5pp | 936.76%-922.0pp | 34.38%-19.7pp |
| Employer contribution / active EE | $257 | $1,498-82.9% | $2,723-90.6% | $2,638-90.3% |
| Participant deferral / active EE | $495 | $2,673-81.5% | $4,443-88.8% | $4,530-89.1% |
| Admin fee / account holder | $262 | $721-63.7% | $5,381-95.1% | $348-24.8% |