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| Provider | Service type | Compensation |
|---|---|---|
THE BENEFIT ADVANTAGE, INC.9 years Service code 15 · EIN 38-3254950 3497 AUBURN ROAD · AUBURN HILLS, MI 48326 | Recordkeeping | $311,275 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $264,322 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $69,448 |
Filed as: MML INVESTORS SERVICES, LLC Service code 22 | Insurance Broker | $2,507 |
Filed as: MML INVESTORS Service code 22 · EIN 04-3109325 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,840 | $73,283-41.5% | $155,556-72.5% | $106,553-59.8% |
| Participation rate | 5.6% | 73.3%-67.6pp | 78.2%-72.6pp | 69.8%-64.2pp |
| Annual return | 13.52% | 15.76%-2.2pp | 64.84%-51.3pp | 17.37%-3.8pp |
| Employer contribution / active EE | $86 | $2,241-96.1% | $4,675-98.2% | $3,359-97.4% |
| Participant deferral / active EE | $906 | $4,567-80.1% | $5,631-83.9% | $5,562-83.7% |
| Admin fee / account holder | $357 | $56+538.9% | $15,885-97.8% | $80+348.4% |