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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 62-1874769 | Recordkeeping | $7,888 |
Filed as: TRANSAMERICA FIN. LIFE INS. COMPANY Service code 15 · EIN 36-6071399 | Recordkeeping | $2,132 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $2,036 |
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 | $4,953 | $26,906-81.6% | $61,399-91.9% | $77,906-93.6% |
| Participation rate | 15.4% | 33.4%-18.1pp | 52.6%-37.2pp | 73.7%-58.3pp |
| Annual return | 0.00% | -14.46%+14.5pp | 338.81%-338.8pp | 12.16%-12.2pp |
| Employer contribution / active EE | $214 | $521-59.0% | $1,159-81.6% | $2,846-92.5% |
| Participant deferral / active EE | $493 | $1,180-58.2% | $2,124-76.8% | $4,805-89.7% |
| Admin fee / account holder | $57 | $117-51.2% | $2,131-97.3% | $133-56.9% |