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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $42,927 |
LEBENSON ACTUARIAL SERVICES2 years Filed as: LEBENSON ACTUARIAL SERVICES, INC. Service code 15 · EIN 38-2799783 | Recordkeeping | $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.
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 | $20,464 | $41,256-50.4% | $86,590-76.4% | $77,958-73.7% |
| Participation rate | 46.6% | 63.0%-16.4pp | 73.5%-26.9pp | 71.6%-25.0pp |
| Annual return | 13.41% | 17.67%-4.3pp | 964.84%-951.4pp | 20.87%-7.5pp |
| Employer contribution / active EE | $707 | $1,613-56.1% | $2,839-75.1% | $2,310-69.4% |
| Participant deferral / active EE | $1,243 | $2,332-46.7% | $3,609-65.6% | $3,537-64.9% |
| Admin fee / account holder | $57 | $71-19.0% | $4,906-98.8% | $97-41.1% |