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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $37,928 |
ERPC, LLC4 years Service code 15 · EIN 45-3480687 PO BOX 890 · MUKILTEO, WA 98275 | Recordkeeping | $12,607 |
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.
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,030 | $55,458-67.5% | $76,030-76.3% | $77,762-76.8% |
| Participation rate | 54.1% | 63.6%-9.5pp | 69.1%-15.0pp | 70.6%-16.5pp |
| Annual return | 10.85% | 17.10%-6.2pp | 361.54%-350.7pp | 31.27%-20.4pp |
| Employer contribution / active EE | $718 | $1,792-59.9% | $2,688-73.3% | $2,728-73.7% |
| Participant deferral / active EE | $1,517 | $3,454-56.1% | $4,257-64.4% | $4,651-67.4% |
| Admin fee / account holder | $218 | $411-47.0% | $6,421-96.6% | $433-49.7% |