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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FIN. LIFE INSURANCE CO Service code 15 · EIN 36-6071399 | Recordkeeping | $19,967 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $16,931 |
RPA FINANCIAL, LLC1 year Filed as: RPA FINANCIAL LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $1,297 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,298 | $50,919-73.9% | $155,556-91.5% | $77,762-82.9% |
| Participation rate | 34.3% | 63.1%-28.8pp | 78.2%-43.9pp | 70.6%-36.3pp |
| Annual return | 37.83% | 34.84%+3.0pp | 64.84%-27.0pp | 31.27%+6.6pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,413 | $2,824-50.0% | $5,631-74.9% | $4,651-69.6% |
| Admin fee / account holder | $144 | $437-67.1% | $15,885-99.1% | $433-66.8% |