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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,988 |
Filed as: RAYMOND JAMES AND ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $5,332 |
Service code 15 · EIN 61-1291181 | Recordkeeping | $0 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,098 | $37,393-16.8% | $77,024-59.6% | $66,914-53.5% |
| Participation rate | 36.5% | 52.9%-16.4pp | 67.9%-31.4pp | 69.8%-33.3pp |
| Annual return | -18.20% | -3.29%-14.9pp | 42.32%-60.5pp | 1.58%-19.8pp |
| Employer contribution / active EE | $745 | $1,531-51.3% | $2,812-73.5% | $2,544-70.7% |
| Participant deferral / active EE | $1,201 | $2,617-54.1% | $4,426-72.9% | $4,237-71.7% |
| Admin fee / account holder | $310 | $567-45.2% | $5,425-94.3% | $593-47.7% |