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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 36-6071399 | Recordkeeping | $55,270 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $33,051 |
RPA FINANCIAL, LLC1 year Filed as: RPA FINANCIAL LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $254 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,655 | $145,906-88.6% | $67,560-75.3% | $106,553-84.4% |
| Participation rate | 1.0% | 67.1%-66.1pp | 72.9%-71.9pp | 69.8%-68.8pp |
| Annual return | 17.81% | 15.10%+2.7pp | 3533.50%-3515.7pp | 17.37%+0.4pp |
| Employer contribution / active EE | $0 | $6,028-100.0% | $2,737-100.0% | $3,359-100.0% |
| Participant deferral / active EE | $22 | $5,093-99.6% | $4,004-99.5% | $5,562-99.6% |
| Admin fee / account holder | $148 | $38+291.3% | $3,994-96.3% | $80+86.0% |