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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Float rev... | $61,338 |
FRANCIS LLC2 years Filed as: FRANCIS, LLC Service code 16 · EIN 90-0142264 | Consulting | $55,606 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,611 | $56,767+98.4% | $101,794+10.6% | $85,563+31.6% |
| Participation rate | 33.9% | 57.6%-23.7pp | 69.2%-35.3pp | 66.0%-32.1pp |
| Annual return | 13.18% | 17.76%-4.6pp | 30.53%-17.4pp | 31.51%-18.3pp |
| Employer contribution / active EE | $311 | $1,112-72.1% | $2,289-86.4% | $2,654-88.3% |
| Participant deferral / active EE | $2,533 | $2,720-6.9% | $4,084-38.0% | $4,375-42.1% |
| Admin fee / account holder | $243 | $1,098-77.9% | $8,777-97.2% | $834-70.9% |