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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $23,418 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 16 · EIN 26-4311657 | Consulting | $6,007 |
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.
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 | $25,860 | $30,086-14.0% | $61,373-57.9% | $64,808-60.1% |
| Participation rate | 49.4% | 36.4%+13.1pp | 52.6%-3.1pp | 71.5%-22.0pp |
| Annual return | -14.20% | -13.99%-0.2pp | 338.61%-352.8pp | 32.82%-47.0pp |
| Employer contribution / active EE | $69 | $536-87.2% | $1,159-94.1% | $2,506-97.3% |
| Participant deferral / active EE | $1,159 | $1,126+2.9% | $2,125-45.5% | $4,310-73.1% |
| Admin fee / account holder | $63 | $148-57.5% | $2,130-97.0% | $188-66.4% |