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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA Service code 15 · EIN 36-6071399 | Recordkeeping | $2,891 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,405 | $36,806-85.3% | $69,623-92.2% | $77,736-93.0% |
| Participation rate | 9.8% | 64.4%-54.6pp | 66.4%-56.6pp | 70.6%-60.8pp |
| Annual return | 13.35% | 38.81%-25.5pp | 101.23%-87.9pp | 31.26%-17.9pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,709-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $328 | $2,738-88.0% | $2,890-88.6% | $4,651-92.9% |
| Admin fee / account holder | $119 | $507-76.5% | $4,696-97.5% | $433-72.5% |