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| Provider | Service type | Compensation |
|---|---|---|
THE RETIREMENT ADVANTAGE INC3 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 15 · EIN 39-1816008 | Recordkeeping | $7,396 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,712 |
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.
Annual investment return 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $983 | $75,058-98.7% | $152,301-99.4% | $64,340-98.5% |
| Participation rate | 93.0% | 60.9%+32.1pp | 82.4%+10.6pp | 55.2%+37.8pp |
| Annual return | 11.42% | 29.93%-18.5pp | 80.50%-69.1pp | 24.14%-12.7pp |
| Employer contribution / active EE | $91 | $2,605-96.5% | $4,624-98.0% | $1,862-95.1% |
| Participant deferral / active EE | $404 | $5,041-92.0% | $8,004-95.0% | $2,980-86.4% |
| Admin fee / account holder | $34 | $4,050-99.2% | $14,398-99.8% | $3,703-99.1% |