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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $17,752 |
DANA CONSULTING GROUP, LTD.2 years Filed as: DANA CONSULTING GROUP LTD Service code 15 · EIN 36-3905542 | Recordkeeping | $8,020 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $99,163 | $73,102+35.6% | $123,549-19.7% | $56,287+76.2% |
| Participation rate | 30.5% | 74.3%-43.9pp | 82.3%-51.8pp | 69.9%-39.4pp |
| Annual return | -8.70% | 3.01%-11.7pp | 119.20%-127.9pp | -9.96%+1.3pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $11,894 | $5,423+119.3% | $6,426+85.1% | $3,350+255.1% |
| Admin fee / account holder | $330 | $554-40.4% | $9,284-96.4% | $521-36.6% |