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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $21,968 |
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $1,485 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,017 | $62,583-5.7% | $76,767-23.1% | $64,173-8.0% |
| Participation rate | 60.9% | 72.8%-11.9pp | 77.0%-16.1pp | 69.6%-8.7pp |
| Annual return | -7.75% | -1.95%-5.8pp | 2.43%-10.2pp | 7.63%-15.4pp |
| Employer contribution / active EE | $2,208 | $1,832+20.5% | $2,485-11.1% | $2,381-7.3% |
| Participant deferral / active EE | $3,093 | $3,145-1.6% | $3,852-19.7% | $3,470-10.8% |
| Admin fee / account holder | $69 | $4,667-98.5% | $6,675-99.0% | $4,887-98.6% |