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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $40,702 |
Service code 15 · EIN 59-2438373 | Recordkeeping | $8,897 |
Service code 14 · EIN 45-4813650 | Plan Administrator | $7,719 |
Filed as: LIPSITZ GREEN SCIME CAMBRIA Service code 10 · EIN 16-0905097 | Accounting | $5,384 |
Service code 10 · EIN 47-3317888 | Accounting | $3,000 |
Service code 35 · EIN 16-0820649 | Employee (plan sponsor) | $984 |
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 | $70,849 | $58,726+20.6% | $92,240-23.2% | $62,293+13.7% |
| Participation rate | 64.9% | 68.3%-3.5pp | 76.5%-11.6pp | 69.5%-4.7pp |
| Annual return | -2.85% | 43.62%-46.5pp | 176.29%-179.1pp | 28.90%-31.7pp |
| Employer contribution / active EE | $1,481 | $2,392-38.1% | $3,680-59.7% | $2,042-27.5% |
| Participant deferral / active EE | $1,731 | $2,766-37.4% | $3,897-55.6% | $3,169-45.4% |
| Admin fee / account holder | $644 | $556+15.8% | $5,194-87.6% | $479+34.4% |