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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSUR. Service code 15 · EIN 36-6071399 | Recordkeeping | $16,842 |
Filed as: KRAVITZ, INC. Service code 17 · EIN 95-3207191 | Pension Consulting | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,642 | $31,370-59.7% | $74,577-83.0% | $63,975-80.2% |
| Participation rate | 6.4% | 42.6%-36.2pp | 68.1%-61.7pp | 71.1%-64.7pp |
| Annual return | 6.75% | -105.16%+111.9pp | 20.47%-13.7pp | 48.65%-41.9pp |
| Employer contribution / active EE | $37 | $822-95.5% | $2,525-98.5% | $2,182-98.3% |
| Participant deferral / active EE | $199 | $1,560-87.2% | $3,458-94.2% | $3,356-94.1% |
| Admin fee / account holder | $117 | $77+52.4% | $4,138-97.2% | $70+66.1% |