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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $15,963 |
Service code 15 · EIN 01-0724493 | Recordkeeping | $11,095 |
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 | $16,095 | $88,874-81.9% | $123,553-87.0% | $75,289-78.6% |
| Participation rate | 5.8% | 75.9%-70.0pp | 82.3%-76.5pp | 72.4%-66.6pp |
| Annual return | -4.39% | 4.22%-8.6pp | 119.21%-123.6pp | -0.04%-4.4pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $4,628-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $864 | $6,174-86.0% | $6,426-86.6% | $3,739-76.9% |
| Admin fee / account holder | $119 | $95+25.6% | $9,284-98.7% | $102+16.1% |