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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $34,188 |
KKDLY LLC9+ 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.
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.
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 | $10,525 | $51,283-79.5% | $95,740-89.0% | $71,511-85.3% |
| Participation rate | 58.8% | 63.1%-4.3pp | 72.3%-13.4pp | 67.9%-9.1pp |
| Annual return | 13.80% | 25.25%-11.4pp | 28.41%-14.6pp | 28.86%-15.1pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,836-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,840 | $3,365-45.3% | $4,244-56.6% | $4,291-57.1% |
| Admin fee / account holder | $119 | $1,135-89.5% | $5,676-97.9% | $1,588-92.5% |