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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 52-2214000 | Advisory (Plan) | $18,817 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS C Service code 15 · EIN 13-3689044 | Recordkeeping | $9,400 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $74,652 | $42,546+75.5% | $71,796+4.0% | $55,167+35.3% |
| Participation rate | 39.4% | 59.1%-19.7pp | 69.1%-29.7pp | 69.0%-29.6pp |
| Annual return | 7.02% | 12.36%-5.3pp | 78.04%-71.0pp | 169.23%-162.2pp |
| Employer contribution / active EE | $339 | $803-57.8% | $1,924-82.4% | $1,963-82.7% |
| Participant deferral / active EE | $2,406 | $2,064+16.6% | $2,794-13.9% | $3,054-21.2% |
| Admin fee / account holder | $479 | $650-26.3% | $4,815-90.1% | $504-5.0% |