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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $8,419 |
Filed as: TOTAL COMPENSATION INVESTMENT ADVIS Service code 27 · EIN 20-0760699 | Advisory (Plan) | $6,157 |
TCG GROUP HOLDINGS, LLP1 year Filed as: TCG ADMINISTRATORS, LP Service code 15 · EIN 30-0944667 | Recordkeeping | $4,949 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,617 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,513 | $80,781-62.2% | $102,437-70.2% | $74,478-59.0% |
| Participation rate | 48.7% | 65.7%-17.0pp | 74.5%-25.8pp | 67.2%-18.5pp |
| Annual return | 10.74% | 27.58%-16.8pp | 24.95%-14.2pp | 1370.56%-1359.8pp |
| Employer contribution / active EE | $1,964 | $3,160-37.8% | $3,871-49.3% | $2,626-25.2% |
| Participant deferral / active EE | $4,062 | $3,862+5.2% | $5,060-19.7% | $4,350-6.6% |
| Admin fee / account holder | $216 | $2,372-90.9% | $8,388-97.4% | $1,946-88.9% |