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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $18,645 |
Service code 15 · EIN 01-0724493 | Recordkeeping | $14,296 |
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 | $21,641 | $101,523-78.7% | $141,191-84.7% | $77,775-72.2% |
| Participation rate | 4.7% | 77.4%-72.7pp | 82.5%-77.8pp | 73.2%-68.5pp |
| Annual return | 31.69% | 56.22%-24.5pp | 71.41%-39.7pp | 32.58%-0.9pp |
| Employer contribution / active EE | $0 | $3,341-100.0% | $4,736-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $824 | $6,434-87.2% | $6,710-87.7% | $3,966-79.2% |
| Admin fee / account holder | $129 | $92+40.7% | $10,264-98.7% | $100+28.7% |