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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $39,842 |
Service code 35 · EIN 16-0820649 | Employee (plan sponsor) | $19,727 |
Service code 10 · EIN 47-3317888 | Accounting | $14,000 |
Service code 14 · EIN 45-4813650 | Plan Administrator | $10,979 |
Service code 15 · EIN 59-2438373 | Recordkeeping | $10,308 |
Filed as: LIPSITZ GREEN SCIME CAMBRIA Service code 10 · EIN 16-0905097 | Accounting | $5,391 |
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.)
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 | $58,047 | $52,884+9.8% | $84,753-31.5% | $55,167+5.2% |
| Participation rate | 55.8% | 67.5%-11.7pp | 76.6%-20.8pp | 69.0%-13.2pp |
| Annual return | -7.64% | 18.03%-25.7pp | 22.78%-30.4pp | 169.23%-176.9pp |
| Employer contribution / active EE | $1,589 | $2,233-28.8% | $3,574-55.5% | $1,963-19.0% |
| Participant deferral / active EE | $1,413 | $2,644-46.6% | $3,712-61.9% | $3,054-53.8% |
| Admin fee / account holder | $545 | $581-6.2% | $5,333-89.8% | $504+8.1% |