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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $23,322 |
Filed as: AXA ADVISORS, LLC Service code 22 · EIN 13-4078005 | Insurance Broker | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,311 | $51,244-54.5% | $80,977-71.2% | $55,167-57.7% |
| Participation rate | 74.8% | 71.7%+3.1pp | 75.8%-1.0pp | 69.0%+5.8pp |
| Annual return | 176.66% | 17.39%+159.3pp | 17.11%+159.6pp | 169.23%+7.4pp |
| Employer contribution / active EE | $1,890 | $1,770+6.8% | $3,715-49.1% | $1,963-3.7% |
| Participant deferral / active EE | $4,886 | $4,418+10.6% | $5,696-14.2% | $3,054+60.0% |
| Admin fee / account holder | $158 | $398-60.3% | $5,517-97.1% | $504-68.6% |