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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $31,317 |
Filed as: RAYMOND JAMES AND ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $24,551 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,913 | $54,517-23.1% | $75,972-44.8% | $74,495-43.7% |
| Participation rate | 59.2% | 60.3%-1.1pp | 69.1%-9.8pp | 67.2%-8.0pp |
| Annual return | 8.90% | 31.82%-22.9pp | 359.55%-350.6pp | 1364.94%-1356.0pp |
| Employer contribution / active EE | $1,829 | $1,777+2.9% | $2,685-31.9% | $2,623-30.3% |
| Participant deferral / active EE | $3,228 | $3,066+5.3% | $4,255-24.2% | $4,346-25.7% |
| Admin fee / account holder | $337 | $2,229-84.9% | $6,467-94.8% | $1,942-82.7% |