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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS L Service code 15 · EIN 13-3689044 | Recordkeeping | $21,096 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $7,025 |
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.
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 | $26,627 | $127,481-79.1% | $149,745-82.2% | $90,274-70.5% |
| Participation rate | 4.9% | 78.2%-73.4pp | 82.5%-77.6pp | 73.4%-68.5pp |
| Annual return | 17.28% | 57.78%-40.5pp | 276.72%-259.4pp | 53.97%-36.7pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $4,646-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $799 | $6,975-88.5% | $6,843-88.3% | $4,231-81.1% |
| Admin fee / account holder | $117 | $152-22.8% | $9,312-98.7% | $114+2.7% |