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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL ADVISORS INC Service code 49 | Other Services | $6,950 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,151 |
Filed as: TRANSAMERICA FINANCIAL ADVISORS Service code 49 · EIN 59-2476008 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,789 | $63,314-19.8% | $91,004-44.2% | $62,293-18.5% |
| Participation rate | 32.9% | 73.3%-40.4pp | 75.6%-42.7pp | 69.5%-36.6pp |
| Annual return | 19.27% | 21.00%-1.7pp | 4.60%+14.7pp | 28.90%-9.6pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,991 | $2,944-32.4% | $3,548-43.9% | $3,169-37.2% |
| Admin fee / account holder | $93 | $468-80.1% | $5,417-98.3% | $479-80.6% |