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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 27-1003080 | Advisory (Plan) | $18,419 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $17,334 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $50,083 | $73,102-31.5% | $123,552-59.5% | $56,287-11.0% |
| Participation rate | 44.1% | 74.3%-30.2pp | 82.3%-38.2pp | 69.9%-25.7pp |
| Annual return | -3.52% | 3.01%-6.5pp | 119.20%-122.7pp | -9.96%+6.4pp |
| Employer contribution / active EE | $1,170 | $2,977-60.7% | $4,628-74.7% | $2,111-44.6% |
| Participant deferral / active EE | $2,124 | $5,423-60.8% | $6,426-67.0% | $3,350-36.6% |
| Admin fee / account holder | $347 | $554-37.3% | $9,285-96.3% | $521-33.4% |