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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RET. SOLUTIONS CORP Service code 15 · EIN 13-3689044 | Recordkeeping | $20,993 |
PETERSON SULLIVAN LLP1 year Service code 10 · EIN 91-0605875 | Accounting | $9,000 |
HUNNEX AND SHOEMAKER, INC.2+ years Filed as: HUNNEX AND SHOEMAKER INC Service code 15 · EIN 91-1072394 | Recordkeeping | $1,725 |
M HOLDINGS SECURITIES INC2+ years Service code 22 · EIN 91-1802259 | Insurance Broker | $0 |
M HOLDINGS SECURITIES INC2+ years Filed as: M HOLDINGS SECURITY INC Service code 22 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $31,262 | $37,044-15.6% | $71,796-56.5% | $57,658-45.8% |
| Participation rate | 21.4% | 61.1%-39.8pp | 69.1%-47.8pp | 70.2%-48.9pp |
| Annual return | 6.56% | 12.64%-6.1pp | 78.04%-71.5pp | 5.13%+1.4pp |
| Employer contribution / active EE | $343 | $720-52.3% | $1,924-82.2% | $1,974-82.6% |
| Participant deferral / active EE | $1,097 | $1,974-44.4% | $2,794-60.8% | $3,061-64.2% |
| Admin fee / account holder | $258 | $101+155.2% | $4,815-94.7% | $95+172.5% |