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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $7,586 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $3,498 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,990 | $64,909-66.1% | $82,312-73.3% | $62,293-64.7% |
| Participation rate | 65.5% | 74.9%-9.3pp | 76.9%-11.4pp | 69.5%-4.0pp |
| Annual return | 17.33% | 21.18%-3.9pp | 25.88%-8.5pp | 28.90%-11.6pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,497 | $3,103-51.8% | $3,706-59.6% | $3,169-52.8% |
| Admin fee / account holder | $78 | $440-82.4% | $5,608-98.6% | $479-83.8% |