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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $22,950 |
KELLY FINANCIAL, INC.1+ years Filed as: KELLY FINANCIAL Service code 15 · EIN 39-1391706 | Recordkeeping | $14,506 |
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).
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 | $75,555 | $45,152+67.3% | $73,836+2.3% | $59,633+26.7% |
| Participation rate | 80.9% | 64.0%+16.8pp | 73.4%+7.4pp | 68.7%+12.2pp |
| Annual return | -84.82% | 27.40%-112.2pp | 2268.06%-2352.9pp | 2041.45%-2126.3pp |
| Employer contribution / active EE | $2,645 | $1,901+39.1% | $2,787-5.1% | $2,203+20.1% |
| Participant deferral / active EE | $19,247 | $2,573+648.1% | $3,583+437.2% | $3,192+503.0% |
| Admin fee / account holder | $540 | $3,515-84.6% | $4,882-88.9% | $4,297-87.4% |