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| Provider | Service type | Compensation |
|---|---|---|
TRUENORTH WEALTH1+ years Service code 27 · EIN 20-5636795 | Advisory (Plan) | $18,332 |
HCS RETIREMENT SERVICES, LLC1+ years Service code 15 · EIN 20-1684241 | Recordkeeping | $12,806 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,169 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,522 | $88,324-71.1% | $115,037-77.8% | $55,191-53.8% |
| Participation rate | 45.1% | 72.5%-27.4pp | 81.4%-36.3pp | 69.2%-24.1pp |
| Annual return | -0.39% | 6.30%-6.7pp | 26.14%-26.5pp | 10.78%-11.2pp |
| Employer contribution / active EE | $965 | $2,805-65.6% | $4,608-79.0% | $1,899-49.2% |
| Participant deferral / active EE | $1,598 | $5,042-68.3% | $6,026-73.5% | $3,046-47.5% |
| Admin fee / account holder | $199 | $105+88.5% | $8,175-97.6% | $91+118.8% |