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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 15 · EIN 13-3689044 | Recordkeeping | $69,961 |
SAGEVIEW ADVISORY GROUP, LLC7 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $42,140 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,512 | $92,090-48.4% | $106,201-55.3% | $77,671-38.8% |
| Participation rate | 53.1% | 81.0%-27.9pp | 75.3%-22.2pp | 70.6%-17.5pp |
| Annual return | 14.79% | 17.89%-3.1pp | 116.26%-101.5pp | 31.21%-16.4pp |
| Employer contribution / active EE | $1,298 | $3,368-61.5% | $3,170-59.0% | $2,726-52.4% |
| Participant deferral / active EE | $2,596 | $5,386-51.8% | $5,012-48.2% | $4,648-44.1% |
| Admin fee / account holder | $309 | $219+41.3% | $11,039-97.2% | $430-28.1% |