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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $69,709 |
Service code 27 · EIN 27-3616371 | Advisory (Plan) | $46,769 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $38 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,668 | $101,591+23.7% | $147,096-14.6% | $74,429+68.8% |
| Participation rate | 98.4% | 75.5%+22.8pp | 82.2%+16.2pp | 67.2%+31.2pp |
| Annual return | 13.40% | 8746.45%-8733.1pp | 419.75%-406.4pp | 1368.38%-1355.0pp |
| Employer contribution / active EE | $4,783 | $3,813+25.5% | $4,936-3.1% | $2,625+82.2% |
| Participant deferral / active EE | $6,767 | $7,302-7.3% | $8,071-16.2% | $4,348+55.6% |
| Admin fee / account holder | $857 | $1,750-51.0% | $13,005-93.4% | $1,944-55.9% |