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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $6,771 |
Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 15 · EIN 39-1816008 | Recordkeeping | $2,940 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $2,212 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,702 | $99,957-85.3% | $149,730-90.2% | $73,493-80.0% |
| Participation rate | 35.5% | 75.7%-40.2pp | 82.5%-47.0pp | 70.7%-35.2pp |
| Annual return | 11.99% | 53.87%-41.9pp | 276.70%-264.7pp | 28.51%-16.5pp |
| Employer contribution / active EE | $556 | $3,191-82.6% | $4,645-88.0% | $2,270-75.5% |
| Participant deferral / active EE | $993 | $6,073-83.7% | $6,843-85.5% | $3,740-73.5% |
| Admin fee / account holder | $174 | $551-68.3% | $9,310-98.1% | $513-66.0% |