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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $163,752 |
Filed as: PINNACLE FINANCIAL SERVICES Service code 15 · EIN 59-2438373 | Recordkeeping | $52,921 |
3(16) FIDUCIARY SERVICES CORP4+ years Service code 14 · EIN 45-4813650 | Plan Administrator | $23,239 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,494 | $53,565-67.3% | $172,753-89.9% | $82,204-78.7% |
| Participation rate | 14.7% | 69.6%-55.0pp | 82.6%-68.0pp | 73.4%-58.7pp |
| Annual return | 23.64% | 31.42%-7.8pp | 803.00%-779.4pp | 26.31%-2.7pp |
| Employer contribution / active EE | $81 | $1,857-95.6% | $5,144-98.4% | $2,707-97.0% |
| Participant deferral / active EE | $505 | $3,006-83.2% | $5,198-90.3% | $4,246-88.1% |
| Admin fee / account holder | $132 | $61+115.4% | $13,956-99.1% | $76+74.9% |