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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA Service code 15 · EIN 13-3689044 4333 EDGEWOOD ROAD NE · CEDAR RAPIDS, IA 52499 | Recordkeeping | $67,264 |
BDC ADVISORY, LLC4 years Filed as: BDC ADVISORY LLC Service code 27 465 JACK KRAMER DRIVE - SUITE 2 · MEMPHIS, TN 38117 | Advisory (Plan) | $27,676 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,539 | $46,332+201.2% | $143,797-3.0% | $64,824+115.3% |
| Participation rate | 51.9% | 64.2%-12.3pp | 80.3%-28.4pp | 71.5%-19.6pp |
| Annual return | -18.12% | -10.05%-8.1pp | -0.04%-18.1pp | 32.84%-51.0pp |
| Employer contribution / active EE | $2,072 | $1,911+8.4% | $4,952-58.2% | $2,507-17.4% |
| Participant deferral / active EE | $4,751 | $2,647+79.4% | $5,638-15.7% | $4,311+10.2% |
| Admin fee / account holder | $496 | $154+222.6% | $14,679-96.6% | $188+164.2% |