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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $37,659 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $18,173 |
Filed as: MML INVESTORS SERVICES, LLC Service code 22 · EIN 04-3109325 | Insurance Broker | $0 |
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.)
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 | $22,508 | $50,860-55.7% | $155,574-85.5% | $77,714-71.0% |
| Participation rate | 12.8% | 63.1%-50.3pp | 78.2%-65.4pp | 70.6%-57.8pp |
| Annual return | 11.98% | 34.86%-22.9pp | 64.87%-52.9pp | 31.26%-19.3pp |
| Employer contribution / active EE | $388 | $1,991-80.5% | $4,676-91.7% | $2,727-85.8% |
| Participant deferral / active EE | $919 | $2,825-67.5% | $5,629-83.7% | $4,649-80.2% |
| Admin fee / account holder | $314 | $436-28.1% | $15,914-98.0% | $433-27.6% |