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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $16,852 |
Service code 17 · EIN 33-0962367 | Pension Consulting | $3,171 |
Filed as: NATIONAL RETIREMENT SERVICES Service code 15 | Recordkeeping | $1,307 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,243 | $48,064-84.9% | $78,778-90.8% | $69,631-89.6% |
| Participation rate | 67.5% | 61.6%+5.9pp | 69.2%-1.7pp | 70.7%-3.2pp |
| Annual return | 14.14% | 21.81%-7.7pp | 35.62%-21.5pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $179 | $744-76.0% | $1,986-91.0% | $2,032-91.2% |
| Participant deferral / active EE | $1,081 | $2,079-48.0% | $2,958-63.5% | $3,224-66.5% |
| Admin fee / account holder | $25 | $152-83.5% | $5,134-99.5% | $110-77.3% |