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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $205,833 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,711 | $31,741+103.9% | $56,025+15.5% | $200,096-67.7% |
| Participation rate | 52.1% | 32.3%+19.8pp | 52.5%-0.4pp | 72.0%-19.9pp |
| Annual return | 13.39% | 14.72%-1.3pp | 1712.69%-1699.3pp | 34.26%-20.9pp |
| Employer contribution / active EE | $1,722 | $508+239.3% | $1,042+65.4% | $3,038-43.3% |
| Participant deferral / active EE | $3,769 | $1,184+218.3% | $1,955+92.8% | $5,090-26.0% |
| Admin fee / account holder | $132 | $426-69.1% | $2,828-95.3% | $269-51.0% |