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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $31,353 |
KKDLY LLC8+ years Service code 10 · EIN 99-0292355 | Accounting | $13,089 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,883 | $44,714-77.9% | $91,225-89.2% | $66,938-85.2% |
| Participation rate | 63.8% | 65.0%-1.2pp | 73.2%-9.4pp | 69.8%-6.0pp |
| Annual return | -16.32% | -12.25%-4.1pp | 114.12%-130.4pp | 1.58%-17.9pp |
| Employer contribution / active EE | $0 | $1,710-100.0% | $2,851-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,062 | $3,355-38.5% | $4,233-51.3% | $4,238-51.3% |
| Admin fee / account holder | $108 | $521-79.4% | $5,422-98.0% | $594-81.9% |