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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $9,619 |
AMERIBEN4+ years Filed as: AMERIBEN/IEC GROUP Service code 15 · EIN 82-0296121 P. O. BOX 7186 · BOISE, ID 83707 | Recordkeeping | $6,107 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,742 | $107,440-77.0% | $105,738-76.6% | $55,725-55.6% |
| Participation rate | 47.0% | 55.5%-8.5pp | 76.3%-29.3pp | 70.9%-23.8pp |
| Annual return | -4.53% | -0.59%-3.9pp | 6.27%-10.8pp | 244.93%-249.5pp |
| Employer contribution / active EE | $231 | $1,448-84.1% | $3,268-92.9% | $2,078-88.9% |
| Participant deferral / active EE | $1,219 | $2,171-43.9% | $4,080-70.1% | $3,356-63.7% |
| Admin fee / account holder | $61 | $283-78.5% | $6,913-99.1% | $115-47.1% |