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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSUR C Service code 15 · EIN 36-6071399 | Recordkeeping | $157,929 |
AGS HEALTHCARE SYSTEMS2 years Service code 35 · EIN 81-5318083 | Employee (plan sponsor) | $0 |
THE BENEFIT ADVANTAGE, INC.4+ years Service code 15 · EIN 38-3254950 3497 AUBURN ROAD · AUBURN HILLS, MI 48326 | Recordkeeping | $0 |
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.
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 | $15,875 | $83,057-80.9% | $143,788-89.0% | $89,394-82.2% |
| Participation rate | 26.7% | 74.0%-47.4pp | 80.3%-53.7pp | 71.3%-44.6pp |
| Annual return | -12.11% | -13.97%+1.9pp | -0.03%-12.1pp | -11.89%-0.2pp |
| Employer contribution / active EE | $30 | $2,095-98.5% | $4,952-99.4% | $3,022-99.0% |
| Participant deferral / active EE | $478 | $4,281-88.8% | $5,638-91.5% | $5,123-90.7% |
| Admin fee / account holder | $87 | $83+5.0% | $14,675-99.4% | $79+9.8% |