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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANAMERICA RETIREMENT SOLUTIONS, L Service code 15 · EIN 13-3689044 | Recordkeeping | $20,615 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,691 | $57,921-60.8% | $84,753-73.2% | $57,658-60.6% |
| Participation rate | 55.5% | 72.9%-17.5pp | 76.6%-21.1pp | 70.2%-14.7pp |
| Annual return | 22.99% | 10.24%+12.8pp | 22.78%+0.2pp | 5.13%+17.9pp |
| Employer contribution / active EE | $865 | $2,598-66.7% | $3,574-75.8% | $1,974-56.2% |
| Participant deferral / active EE | $2,744 | $2,742+0.1% | $3,712-26.1% | $3,061-10.3% |
| Admin fee / account holder | $55 | $130-57.5% | $5,333-99.0% | $95-41.7% |