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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 47-1411118 | Consulting | $80,000 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Claims processing; Distribution (12b-... | $73,349 |
DELOITTE & TOUCHE LLP7 years Filed as: DELOITTE & TOUCHE, LLP Service code 10 · EIN 13-3891517 | Accounting | $40,101 |
Filed as: COREBRIDGE Service code 13 · EIN 74-1625348 | Contract Administrator | $6,796 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $305,461 | $91,680+233.2% | $67,524+352.4% | $77,692+293.2% |
| Participation rate | 68.2% | 76.0%-7.8pp | 72.9%-4.7pp | 70.6%-2.3pp |
| Annual return | 12.27% | 14.87%-2.6pp | 3519.41%-3507.1pp | 31.25%-19.0pp |
| Employer contribution / active EE | $4,078 | $3,186+28.0% | $2,734+49.2% | $2,726+49.6% |
| Participant deferral / active EE | $6,257 | $3,909+60.1% | $4,001+56.4% | $4,648+34.6% |
| Admin fee / account holder | $879 | $176+398.5% | $4,001-78.0% | $431+104.1% |