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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $4,603 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 15 · EIN 39-1816008 | Recordkeeping | $4,125 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,008 | $101,653-99.0% | $147,080-99.3% | $74,459-98.6% |
| Participation rate | 96.9% | 75.6%+21.4pp | 82.2%+14.7pp | 67.2%+29.7pp |
| Annual return | 13.49% | 8754.98%-8741.5pp | 420.17%-406.7pp | 1369.70%-1356.2pp |
| Employer contribution / active EE | $182 | $3,813-95.2% | $4,933-96.3% | $2,626-93.1% |
| Participant deferral / active EE | $790 | $7,304-89.2% | $8,066-90.2% | $4,350-81.8% |
| Admin fee / account holder | $13 | $1,752-99.3% | $12,989-99.9% | $1,945-99.3% |