Filed February 10, 2022
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| Provider | Service type | Compensation |
|---|---|---|
ACTUARIAL BENEFITS CORP2 years Filed as: ACTUARIAL BENEFITS CORP. Service code 15 · EIN 20-1054428 | Recordkeeping | $12,586 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $9,157 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,332 |
Filed as: SNOWDEN CAPITAL ADVISORS, LLC Service code 27 · EIN 45-0997570 | Advisory (Plan) | $1,968 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,994 | $48,698-67.2% | $93,606-82.9% | $199,593-92.0% |
| Participation rate | 31.9% | 63.5%-31.6pp | 68.7%-36.8pp | 72.0%-40.1pp |
| Annual return | 11.40% | 15.34%-3.9pp | 133.20%-121.8pp | 34.25%-22.8pp |
| Employer contribution / active EE | $315 | $1,135-72.2% | $2,420-87.0% | $3,034-89.6% |
| Participant deferral / active EE | $1,013 | $2,817-64.0% | $4,411-77.0% | $5,087-80.1% |
| Admin fee / account holder | $54 | $195-72.1% | $8,285-99.3% | $269-79.8% |