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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL ADVISORS IN Service code 27 · EIN 59-2476008 PO BOX 9053 · CLEARWATER, FL 33758 | Advisory (Plan) | $24,180 |
Filed as: SIGNATOR INVESTORS Service code 27 · EIN 04-2442399 | Advisory (Plan) | $7,791 |
Service code 37 · EIN 04-2647786 | Loan Processing | $575 |
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.
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.
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 | $48,919 | $46,966+4.2% | $185,117-73.6% | $69,631-29.7% |
| Participation rate | 25.4% | 65.3%-39.9pp | 77.3%-51.9pp | 70.7%-45.3pp |
| Annual return | 9.92% | 22.36%-12.4pp | 40.50%-30.6pp | 27571.02%-27561.1pp |
| Employer contribution / active EE | $0 | $1,360-100.0% | $4,182-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,020 | $3,017-66.2% | $5,045-79.8% | $3,224-68.4% |
| Admin fee / account holder | $370 | $94+294.2% | $8,159-95.5% | $110+234.9% |