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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $77,443 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $53,736 |
Service code 15 · EIN 59-2438373 | Recordkeeping | $24,622 |
Filed as: 3(16) FIDUCIARY SERVICES CORPORATIO Service code 14 · EIN 45-4813650 | Plan Administrator | $15,260 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,226 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,157 | $52,626-69.3% | $98,508-83.6% | $93,010-82.6% |
| Participation rate | 67.6% | 65.3%+2.2pp | 73.3%-5.8pp | 73.9%-6.3pp |
| Annual return | 16.02% | 16.95%-0.9pp | 1495.22%-1479.2pp | 158.70%-142.7pp |
| Employer contribution / active EE | $742 | $1,894-60.8% | $2,961-74.9% | $2,705-72.6% |
| Participant deferral / active EE | $1,700 | $2,907-41.5% | $4,276-60.3% | $4,561-62.7% |
| Admin fee / account holder | $197 | $102+92.7% | $5,956-96.7% | $152+29.9% |