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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $73,942 |
DYESS & ASSOCIATES1 year Filed as: DYESS & ASSOCIATES ATTN TONY DYESS Service code 10 · EIN 72-1227981 | Accounting | $6,932 |
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.
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 | $37,965 | $75,183-49.5% | $123,894-69.4% | $55,167-31.2% |
| Participation rate | 51.3% | 72.8%-21.5pp | 81.4%-30.1pp | 69.0%-17.7pp |
| Annual return | 6.10% | 19.01%-12.9pp | 47.52%-41.4pp | 169.23%-163.1pp |
| Employer contribution / active EE | $1,149 | $2,823-59.3% | $4,617-75.1% | $1,963-41.5% |
| Participant deferral / active EE | $2,590 | $5,084-49.1% | $5,984-56.7% | $3,054-15.2% |
| Admin fee / account holder | $473 | $663-28.6% | $8,357-94.3% | $504-6.1% |