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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $8,575 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS Service code 10 · EIN 44-0180280 | Accounting | $8,295 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,561 | $54,193-6.7% | $93,606-46.0% | $77,643-34.9% |
| Participation rate | 63.0% | 63.9%-1.0pp | 68.7%-5.8pp | 70.6%-7.6pp |
| Annual return | 14.43% | 30.54%-16.1pp | 133.20%-118.8pp | 31.24%-16.8pp |
| Employer contribution / active EE | $91 | $1,168-92.2% | $2,420-96.2% | $2,726-96.7% |
| Participant deferral / active EE | $4,971 | $3,144+58.1% | $4,411+12.7% | $4,647+7.0% |
| Admin fee / account holder | $68 | $576-88.2% | $8,285-99.2% | $430-84.3% |