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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $4,303 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,193 |
Service code 15 · EIN 20-5321813 | Recordkeeping | $2,024 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,564 | $34,934+1.8% | $56,411-37.0% | $74,495-52.3% |
| Participation rate | 39.4% | 32.8%+6.6pp | 52.5%-13.1pp | 67.2%-27.8pp |
| Annual return | 10.57% | 25.94%-15.4pp | 1701.33%-1690.8pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $942 | $609+54.7% | $1,039-9.3% | $2,623-64.1% |
| Participant deferral / active EE | $1,541 | $1,170+31.7% | $1,952-21.0% | $4,346-64.5% |
| Admin fee / account holder | $242 | $2,364-89.8% | $2,829-91.4% | $1,942-87.5% |