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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $23,730 |
FARMER & BETTS2+ years Filed as: FARMER & BETTS - CO Service code 15 · EIN 94-3322438 | Recordkeeping | $4,362 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON FINANCIAL ADVISORS, LLC Service code 22 · EIN 20-3247391 | Insurance Broker | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,787 | $60,165-63.8% | $74,184-70.6% | $55,167-60.5% |
| Participation rate | 59.5% | 74.2%-14.7pp | 76.6%-17.2pp | 69.0%-9.5pp |
| Annual return | 4.68% | 10.00%-5.3pp | 17.74%-13.1pp | 169.23%-164.6pp |
| Employer contribution / active EE | $648 | $1,600-59.5% | $2,370-72.6% | $1,963-67.0% |
| Participant deferral / active EE | $1,866 | $2,973-37.2% | $3,550-47.4% | $3,054-38.9% |
| Admin fee / account holder | $142 | $419-66.2% | $5,586-97.5% | $504-71.8% |