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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $27,544 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $9,412 |
THE RETIREMENT ADVANTAGE INC5 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 15 · EIN 39-1816008 | Recordkeeping | $2,300 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,839 | $93,589-50.0% | $135,942-65.5% | $75,181-37.7% |
| Participation rate | 69.6% | 75.2%-5.6pp | 81.9%-12.3pp | 67.2%+2.4pp |
| Annual return | 25.26% | 30.90%-5.6pp | 68.28%-43.0pp | 160.69%-135.4pp |
| Employer contribution / active EE | $2,303 | $3,537-34.9% | $4,858-52.6% | $2,671-13.8% |
| Participant deferral / active EE | $7,385 | $6,405+15.3% | $7,759-4.8% | $4,126+79.0% |
| Admin fee / account holder | $393 | $6,977-94.4% | $10,764-96.4% | $5,650-93.1% |