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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $4,215 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 15 · EIN 43-1829594 | Recordkeeping | $425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,439 | $44,059-65.0% | $71,671-78.5% | $69,631-77.8% |
| Participation rate | 30.4% | 60.8%-30.4pp | 68.7%-38.4pp | 70.7%-40.3pp |
| Annual return | 16.59% | 21.97%-5.4pp | 20.65%-4.1pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $339 | $1,305-74.0% | $2,460-86.2% | $2,032-83.3% |
| Participant deferral / active EE | $1,017 | $2,370-57.1% | $3,438-70.4% | $3,224-68.5% |
| Admin fee / account holder | $39 | $108-63.6% | $5,558-99.3% | $110-64.5% |