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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $8,710 |
Service code 15 · EIN 20-5923747 | Recordkeeping | $1,025 |
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.
Participant 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,506 | $73,638-93.9% | $95,952-95.3% | $73,488-93.9% |
| Participation rate | 66.1% | 76.2%-10.0pp | 77.1%-11.0pp | 70.7%-4.6pp |
| Annual return | 11.93% | 16.78%-4.9pp | 91.61%-79.7pp | 28.51%-16.6pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $928 | $3,617-74.4% | $4,167-77.7% | $3,740-75.2% |
| Admin fee / account holder | $44 | $482-90.9% | $6,795-99.4% | $513-91.4% |