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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS L Service code 15 · EIN 13-3689044 | Recordkeeping | $7,472 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
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 | $12,378 | $42,582-70.9% | $171,082-92.8% | $57,658-78.5% |
| Participation rate | 46.9% | 63.9%-17.0pp | 76.7%-29.8pp | 70.2%-23.3pp |
| Annual return | 4.96% | 308.67%-303.7pp | 32.56%-27.6pp | 5.13%-0.2pp |
| Employer contribution / active EE | $674 | $1,306-48.4% | $4,002-83.2% | $1,974-65.9% |
| Participant deferral / active EE | $1,521 | $2,933-48.2% | $4,797-68.3% | $3,061-50.3% |
| Admin fee / account holder | $57 | $82-31.1% | $8,520-99.3% | $95-40.0% |