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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 52-2214000 | Advisory (Plan) | $20,048 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS C Service code 15 · EIN 13-3689044 | Recordkeeping | $12,109 |
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.
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 | $73,375 | $51,466+42.6% | $78,778-6.9% | $62,293+17.8% |
| Participation rate | 34.0% | 59.8%-25.8pp | 69.2%-35.2pp | 69.5%-35.6pp |
| Annual return | 12.01% | 19.96%-7.9pp | 35.62%-23.6pp | 28.90%-16.9pp |
| Employer contribution / active EE | $301 | $827-63.6% | $1,986-84.8% | $2,042-85.3% |
| Participant deferral / active EE | $2,112 | $2,147-1.7% | $2,958-28.6% | $3,169-33.4% |
| Admin fee / account holder | $455 | $489-6.9% | $5,134-91.1% | $479-5.0% |