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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $13,496 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,628 | $53,204-48.1% | $155,556-82.2% | $200,096-86.2% |
| Participation rate | 20.3% | 64.1%-43.8pp | 78.2%-58.0pp | 72.0%-51.7pp |
| Annual return | 12.22% | 41.02%-28.8pp | 64.84%-52.6pp | 34.26%-22.0pp |
| Employer contribution / active EE | $255 | $1,850-86.2% | $4,675-94.6% | $3,038-91.6% |
| Participant deferral / active EE | $634 | $3,163-79.9% | $5,631-88.7% | $5,090-87.5% |
| Admin fee / account holder | $12 | $186-93.4% | $15,885-99.9% | $269-95.4% |