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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $11,023 |
Service code 15 · EIN 01-0724493 | Recordkeeping | $7,800 |
Service code 35 · EIN 22-3688948 | Employee (plan sponsor) | $350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,399 | $96,458-80.9% | $136,298-86.5% | $77,958-76.4% |
| Participation rate | 5.6% | 75.4%-69.8pp | 81.9%-76.3pp | 71.6%-66.0pp |
| Annual return | 20.68% | 23.78%-3.1pp | 5156.27%-5135.6pp | 20.87%-0.2pp |
| Employer contribution / active EE | $0 | $3,144-100.0% | $4,696-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $716 | $5,902-87.9% | $6,247-88.5% | $3,537-79.8% |
| Admin fee / account holder | $103 | $80+28.1% | $9,244-98.9% | $97+5.9% |