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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,174 |
PENSION PLAN SPECIALISTS, PC1+ years Filed as: PENSION PLAN SPECIALISTS Service code 15 · EIN 91-1889112 | Recordkeeping | $850 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $232 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $28,989 | $80,177-63.8% | $123,894-76.6% | $57,658-49.7% |
| Participation rate | 24.4% | 74.4%-50.0pp | 81.4%-57.0pp | 70.2%-45.8pp |
| Annual return | 33.80% | 17.90%+15.9pp | 47.52%-13.7pp | 5.13%+28.7pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,625 | $5,130-68.3% | $5,984-72.8% | $3,061-46.9% |
| Admin fee / account holder | $77 | $106-28.0% | $8,357-99.1% | $95-19.0% |