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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $17,698 |
Filed as: EVERGREEN RETIREMENT PLAN CONSULTIN Service code 15 · EIN 45-3480687 PO BOX 890 · MUKILTEO, WA 98275 | Recordkeeping | $2,306 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,173 | $52,967-80.8% | $172,753-94.1% | $65,186-84.4% |
| Participation rate | 56.7% | 66.2%-9.5pp | 82.6%-26.0pp | 70.2%-13.6pp |
| Annual return | 26.60% | 30.12%-3.5pp | 803.00%-776.4pp | 29.39%-2.8pp |
| Employer contribution / active EE | $1,177 | $2,190-46.3% | $5,144-77.1% | $2,177-45.9% |
| Participant deferral / active EE | $1,813 | $2,471-26.6% | $5,198-65.1% | $3,514-48.4% |
| Admin fee / account holder | $89 | $472-81.2% | $13,956-99.4% | $847-89.5% |