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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $80,333 |
THE BENEFIT PRACTICE7 years Service code 15 · EIN 13-4144565 | Recordkeeping | $10,938 |
Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $126 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,401 | $73,149-80.3% | $120,574-88.1% | $77,736-81.5% |
| Participation rate | 100.0% | 55.2%+44.8pp | 71.9%+28.1pp | 70.6%+29.4pp |
| Annual return | 10.10% | 18.24%-8.1pp | 107.42%-97.3pp | 31.26%-21.2pp |
| Employer contribution / active EE | $1,576 | $1,793-12.1% | $3,471-54.6% | $2,728-42.2% |
| Participant deferral / active EE | $1,103 | $3,006-63.3% | $4,996-77.9% | $4,651-76.3% |
| Admin fee / account holder | $94 | $660-85.8% | $9,445-99.0% | $433-78.3% |