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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $45,136 |
Filed as: BARNES DENNIG Service code 10 · EIN 31-1119890 | Accounting | $12,650 |
DWC - THE 401(K) EXPERTS2 years Service code 15 · EIN 26-2091417 | Recordkeeping | $4,651 |
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 | $22,119 | $73,459-69.9% | $178,528-87.6% | $74,429-70.3% |
| Participation rate | 69.1% | 66.5%+2.6pp | 77.1%-8.0pp | 67.2%+1.9pp |
| Annual return | 18.19% | 17.50%+0.7pp | 27.11%-8.9pp | 1368.38%-1350.2pp |
| Employer contribution / active EE | $912 | $2,219-58.9% | $3,950-76.9% | $2,625-65.3% |
| Participant deferral / active EE | $2,906 | $4,515-35.6% | $6,278-53.7% | $4,348-33.2% |
| Admin fee / account holder | $229 | $1,812-87.4% | $10,419-97.8% | $1,944-88.2% |