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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $29,452 |
Filed as: EVERGREEN RETIREMENT PLAN CONSULTIN Service code 15 · EIN 45-3480687 PO BOX 890 · MUKILTEO, WA 98275 | Recordkeeping | $5,850 |
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 | $8,101 | $52,293-84.5% | $178,503-95.5% | $73,412-89.0% |
| Participation rate | 60.6% | 65.3%-4.8pp | 81.9%-21.4pp | 72.2%-11.6pp |
| Annual return | 20.79% | 34.75%-14.0pp | 151.12%-130.3pp | 59.30%-38.5pp |
| Employer contribution / active EE | $907 | $1,736-47.8% | $5,011-81.9% | $2,234-59.4% |
| Participant deferral / active EE | $1,508 | $2,333-35.4% | $5,202-71.0% | $3,806-60.4% |
| Admin fee / account holder | $80 | $127-37.1% | $13,987-99.4% | $158-49.3% |