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| Provider | Service type | Compensation |
|---|---|---|
UHY LLP5+ years Service code 10 | Accounting | $57,161 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $29,849 |
M HOLDING SECURITIES, INC.5+ years Service code 27 · EIN 91-1802259 | Advisory (Plan) | $19,826 |
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.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,948 | $45,109+10.7% | $85,187-41.4% | $77,736-35.7% |
| Participation rate | 15.4% | 48.7%-33.3pp | 67.5%-52.2pp | 70.6%-55.2pp |
| Annual return | -8.79% | 79.55%-88.3pp | 66.67%-75.5pp | 31.26%-40.0pp |
| Employer contribution / active EE | $190 | $1,602-88.1% | $2,732-93.0% | $2,728-93.0% |
| Participant deferral / active EE | $802 | $2,814-71.5% | $4,525-82.3% | $4,651-82.8% |
| Admin fee / account holder | $690 | $915-24.6% | $6,162-88.8% | $433+59.3% |