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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE CO. Service code 15 · EIN 39-0989781 | Recordkeeping | $37,201 |
AMERIBEN5+ years Filed as: AMERIBEN/IEC GROUP Service code 15 · EIN 82-0296121 | Recordkeeping | $1,785 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $0 | $49,138-100.0% | $84,020-100.0% | $65,185-100.0% |
| Participation rate | 0.0% | 60.7%-60.7pp | 69.0%-69.0pp | 70.2%-70.2pp |
| Annual return | 17.20% | 23.00%-5.8pp | 71.31%-54.1pp | 29.38%-12.2pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,984-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $691 | $2,397-71.2% | $3,239-78.7% | $3,514-80.3% |
| Admin fee / account holder | $0 | $543-100.0% | $6,101-100.0% | $847-100.0% |