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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $30,707 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $13,103 |
Filed as: AMI BENEFIT PLAN ADMINISTRATORS Service code 13 · EIN 34-1781113 | Contract Administrator | $12,981 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,717 | $63,471-9.1% | $68,808-16.1% | $66,938-13.8% |
| Participation rate | 54.6% | 60.0%-5.4pp | 69.0%-14.4pp | 69.8%-15.2pp |
| Annual return | -13.59% | -8.29%-5.3pp | -6.37%-7.2pp | 1.58%-15.2pp |
| Employer contribution / active EE | $1,750 | $1,776-1.5% | $2,656-34.1% | $2,545-31.3% |
| Participant deferral / active EE | $2,123 | $2,946-27.9% | $3,942-46.1% | $4,238-49.9% |
| Admin fee / account holder | $498 | $578-13.8% | $4,936-89.9% | $594-16.1% |