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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $29,314 |
Filed as: RAYMOND JAMES AND ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $16,775 |
MCGREGOR & ASSOCIATES, INC.7 years Service code 15 · EIN 61-1211399 | Recordkeeping | $2,176 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,803 | $30,107+72.1% | $61,501-15.8% | $64,824-20.1% |
| Participation rate | 13.5% | 36.4%-22.9pp | 52.6%-39.1pp | 71.5%-58.0pp |
| Annual return | -21.11% | -13.99%-7.1pp | 339.04%-360.2pp | 32.84%-53.9pp |
| Employer contribution / active EE | $493 | $537-8.2% | $1,160-57.5% | $2,507-80.3% |
| Participant deferral / active EE | $885 | $1,126-21.4% | $2,125-58.4% | $4,311-79.5% |
| Admin fee / account holder | $467 | $148+215.1% | $2,132-78.1% | $188+148.7% |