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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS,INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $3,200 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 4333 EDGEWOOD RD NE · CEDAR RAPIDS, IA 52499 | Recordkeeping | $1,882 |
Filed as: ECONOMIC GROUP PENSION SERVICES,INC Service code 15 · EIN 13-3180178 23332 MILL CREEK DRIVE SUITE 205 · LAGUNA HILLS, CA 92653 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,750 | $39,948-88.1% | $89,414-94.7% | $73,412-93.5% |
| Participation rate | 53.8% | 50.4%+3.4pp | 68.0%-14.2pp | 72.2%-18.4pp |
| Annual return | 16.83% | 50.12%-33.3pp | 245.50%-228.7pp | 59.30%-42.5pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,586-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $760 | $2,193-65.3% | $3,890-80.5% | $3,806-80.0% |
| Admin fee / account holder | $10 | $134-92.8% | $4,883-99.8% | $158-93.8% |