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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 36-6071399 | Recordkeeping | $57,431 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $39,048 |
RPA FINANCIAL LLC2 years Service code 27 · EIN 83-1143379 | Advisory (Plan) | $4,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,776 | $140,769-88.8% | $65,493-75.9% | $140,769-88.8% |
| Participation rate | 1.2% | 74.2%-73.0pp | 73.1%-71.9pp | 74.2%-73.0pp |
| Annual return | 17.82% | 16.82%+1.0pp | 982.45%-964.6pp | 16.82%+1.0pp |
| Employer contribution / active EE | $0 | $3,906-100.0% | $2,574-100.0% | $3,906-100.0% |
| Participant deferral / active EE | $23 | $6,717-99.7% | $3,961-99.4% | $6,717-99.7% |
| Admin fee / account holder | $132 | $229-42.6% | $5,028-97.4% | $229-42.6% |