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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $111,800 |
Filed as: PINNACLE FINANCIAL SERVICES Service code 15 · EIN 59-2438373 | Recordkeeping | $37,090 |
3(16) FIDUCIARY SERVICES CORP2+ years Service code 14 · EIN 45-4813650 | Plan Administrator | $21,861 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,191 | $48,835-68.9% | $170,435-91.1% | $177,276-91.4% |
| Participation rate | 14.8% | 72.1%-57.3pp | 83.6%-68.8pp | 74.8%-60.1pp |
| Annual return | 19.43% | 19.44%0pp | 205.94%-186.5pp | 21.25%-1.8pp |
| Employer contribution / active EE | $55 | $1,798-97.0% | $5,432-99.0% | $2,479-97.8% |
| Participant deferral / active EE | $377 | $2,757-86.3% | $4,939-92.4% | $3,881-90.3% |
| Admin fee / account holder | $110 | $52+110.9% | $13,881-99.2% | $154-28.9% |