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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT ADMINISTRATION COMPANY Service code 26 · EIN 91-1999591 | Advisory (Participants) | $3,155 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,799 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $14,573 | $65,378-77.7% | $87,103-83.3% | $65,186-77.6% |
| Participation rate | 0.0% | 75.3%-75.3pp | 76.9%-76.9pp | 70.2%-70.2pp |
| Annual return | 23.40% | 31.28%-7.9pp | 28.19%-4.8pp | 29.39%-6.0pp |
| Employer contribution / active EE | $794 | $1,823-56.4% | $2,521-68.5% | $2,177-63.5% |
| Participant deferral / active EE | $1,910 | $3,389-43.6% | $4,049-52.8% | $3,514-45.6% |
| Admin fee / account holder | $33 | $520-93.6% | $7,491-99.6% | $847-96.1% |