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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 42-1484983 | Recordkeeping | $10,674 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $8,206 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $143 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,886 | $54,213-89.1% | $93,696-93.7% | $77,736-92.4% |
| Participation rate | 58.5% | 64.0%-5.4pp | 68.7%-10.2pp | 70.6%-12.1pp |
| Annual return | 13.51% | 30.55%-17.0pp | 133.74%-120.2pp | 31.26%-17.7pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,422-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,371 | $3,145-24.6% | $4,417-46.3% | $4,651-49.0% |
| Admin fee / account holder | $92 | $575-83.9% | $8,287-98.9% | $433-78.7% |