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| Provider | Service type | Compensation |
|---|---|---|
CW ASSOCIATES2 years Service code 10 · EIN 26-1659234 | Accounting | $22,095 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $12,377 |
THE RYDING COMPANY4 years Service code 15 · EIN 95-3497679 | Recordkeeping | $1,935 |
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 | $20,755 | $41,151-49.6% | $80,648-74.3% | $71,529-71.0% |
| Participation rate | 66.0% | 50.2%+15.8pp | 67.0%-1.0pp | 67.9%-1.9pp |
| Annual return | 16.87% | 38.49%-21.6pp | 937.21%-920.3pp | 28.97%-12.1pp |
| Employer contribution / active EE | $1,564 | $1,513+3.4% | $2,724-42.6% | $2,590-39.6% |
| Participant deferral / active EE | $2,240 | $2,700-17.0% | $4,443-49.6% | $4,291-47.8% |
| Admin fee / account holder | $328 | $1,842-82.2% | $5,382-93.9% | $1,588-79.4% |