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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $24,085 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,642 |
BENEFITS2 ADMINISTRATORS LLC2 years Service code 15 · EIN 92-1664169 P.O. BOX 328 · MERIDIAN, ID 83680 | Recordkeeping | $8,596 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $25,684 | $73,149-64.9% | $120,574-78.7% | $77,736-67.0% |
| Participation rate | 22.5% | 55.2%-32.6pp | 71.9%-49.4pp | 70.6%-48.0pp |
| Annual return | 15.13% | 18.24%-3.1pp | 107.42%-92.3pp | 31.26%-16.1pp |
| Employer contribution / active EE | $188 | $1,793-89.5% | $3,471-94.6% | $2,728-93.1% |
| Participant deferral / active EE | $1,034 | $3,006-65.6% | $4,996-79.3% | $4,651-77.8% |
| Admin fee / account holder | $179 | $660-72.9% | $9,445-98.1% | $433-58.7% |