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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 1150 SOUTH OLIVE STREET · LOS ANGELAS, CA 90015 | Recordkeeping | $42,071 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC Service code 27 · EIN 13-2808480 4804 DEER LAKE DRIVE · JACKSONVILLE, FL 32246 | Advisory (Plan) | $22,471 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $1,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $60,059 | $62,688-4.2% | $178,014-66.3% | $77,671-22.7% |
| Participation rate | 40.2% | 66.9%-26.7pp | 77.1%-36.9pp | 70.6%-30.4pp |
| Annual return | 16.37% | 16.16%+0.2pp | 294.80%-278.4pp | 31.21%-14.8pp |
| Employer contribution / active EE | $436 | $1,912-77.2% | $3,950-89.0% | $2,726-84.0% |
| Participant deferral / active EE | $2,869 | $4,224-32.1% | $6,276-54.3% | $4,648-38.3% |
| Admin fee / account holder | $441 | $386+14.3% | $10,362-95.7% | $430+2.5% |