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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,421 |
QUALIFIED PENSION SERVICES, INC.2+ years Service code 15 · EIN 84-1365788 | Recordkeeping | $1,785 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $14,136 | $76,551-81.5% | $123,894-88.6% | $62,881-77.5% |
| Participation rate | 45.7% | 73.0%-27.2pp | 81.4%-35.7pp | 69.3%-23.6pp |
| Annual return | 6.99% | 18.68%-11.7pp | 47.52%-40.5pp | 20.14%-13.2pp |
| Employer contribution / active EE | $909 | $2,882-68.5% | $4,617-80.3% | $2,281-60.1% |
| Participant deferral / active EE | $2,134 | $4,840-55.9% | $5,984-64.3% | $3,203-33.4% |
| Admin fee / account holder | $46 | $4,826-99.0% | $8,357-99.4% | $4,296-98.9% |