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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $30,210 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $18,945 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,028 | $50,902+10.1% | $155,534-64.0% | $77,736-27.9% |
| Participation rate | 13.4% | 63.1%-49.7pp | 78.2%-64.8pp | 70.6%-57.2pp |
| Annual return | 26.71% | 34.85%-8.1pp | 64.92%-38.2pp | 31.26%-4.6pp |
| Employer contribution / active EE | $514 | $1,991-74.2% | $4,675-89.0% | $2,728-81.1% |
| Participant deferral / active EE | $1,010 | $2,824-64.3% | $5,630-82.1% | $4,651-78.3% |
| Admin fee / account holder | $400 | $437-8.5% | $15,900-97.5% | $433-7.8% |