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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $7,175 |
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 | $73,711 | $91,760-19.7% | $156,181-52.8% | $67,986+8.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 78.8%+21.2pp | 57.2%+42.8pp |
| Annual return | 16.09% | 18.14%-2.0pp | 64.87%-48.8pp | 31.67%-15.6pp |
| Employer contribution / active EE | $1,501 | $2,419-37.9% | $4,294-65.0% | $2,019-25.6% |
| Participant deferral / active EE | $5,808 | $3,960+46.7% | $6,132-5.3% | $3,358+73.0% |
| Admin fee / account holder | $27 | $3,949-99.3% | $14,586-99.8% | $3,203-99.2% |