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| Provider | Service type | Compensation |
|---|---|---|
AMERIBEN6+ years Filed as: AMERIBEN/IEC GROUP Service code 15 · EIN 82-0296121 P. O. BOX 7186 · BOISE, ID 83707 | Recordkeeping | $4,818 |
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $1,064 |
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.
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 | $34,287 | $58,101-41.0% | $118,946-71.2% | $73,412-53.3% |
| Participation rate | 45.1% | 56.1%-11.1pp | 75.4%-30.3pp | 72.2%-27.1pp |
| Annual return | 20.26% | 20.56%-0.3pp | 35.89%-15.6pp | 59.30%-39.0pp |
| Employer contribution / active EE | $271 | $1,445-81.3% | $3,263-91.7% | $2,234-87.9% |
| Participant deferral / active EE | $1,366 | $2,400-43.1% | $4,266-68.0% | $3,806-64.1% |
| Admin fee / account holder | $22 | $138-84.3% | $6,581-99.7% | $158-86.3% |