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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS L Service code 15 · EIN 13-3689044 | Recordkeeping | $38,958 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,762 | $95,388-74.0% | $125,381-80.3% | $77,906-68.2% |
| Participation rate | 6.8% | 78.6%-71.8pp | 82.4%-75.5pp | 73.7%-66.9pp |
| Annual return | -10.53% | 116.19%-126.7pp | 572.31%-582.8pp | 12.16%-22.7pp |
| Employer contribution / active EE | $0 | $3,666-100.0% | $4,815-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $888 | $7,711-88.5% | $7,448-88.1% | $4,805-81.5% |
| Admin fee / account holder | $139 | $119+17.0% | $10,007-98.6% | $133+4.9% |