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| Provider | Service type | Compensation |
|---|---|---|
MGKS1+ years Service code 15 · EIN 86-1001235 6530 N. 16TH STREET · PHOENIX, AZ 85016 | Recordkeeping | $22,383 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $21,674 |
Filed as: MANSPERGER PATTERSON & MCMULLIN PC Service code 10 · EIN 86-0751928 | Accounting | $7,750 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,900 | $96,458-79.4% | $136,298-85.4% | $77,958-74.5% |
| Participation rate | 8.5% | 75.4%-66.9pp | 81.9%-73.4pp | 71.6%-63.1pp |
| Annual return | 16.82% | 23.78%-7.0pp | 5156.27%-5139.5pp | 20.87%-4.0pp |
| Employer contribution / active EE | $90 | $3,144-97.1% | $4,696-98.1% | $2,310-96.1% |
| Participant deferral / active EE | $262 | $5,902-95.6% | $6,247-95.8% | $3,537-92.6% |
| Admin fee / account holder | $102 | $80+26.4% | $9,244-98.9% | $97+4.4% |