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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMNT SOLUTIONS Service code 15 · EIN 13-3689044 | Recordkeeping | $9,008 |
GOLDLEAF PARTNERS2 years Filed as: GOLDLEAF PARTNERS EMPLOYER SERVICES Service code 15 · EIN 45-0514557 | Recordkeeping | $1,743 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,039 | $29,369-76.0% | $77,482-90.9% | $73,409-90.4% |
| Participation rate | 28.8% | 37.9%-9.1pp | 54.2%-25.4pp | 72.2%-43.4pp |
| Annual return | 18.08% | 358.15%-340.1pp | 54.79%-36.7pp | 59.29%-41.2pp |
| Employer contribution / active EE | $376 | $406-7.3% | $986-61.9% | $2,234-83.2% |
| Participant deferral / active EE | $508 | $941-46.0% | $1,861-72.7% | $3,805-86.7% |
| Admin fee / account holder | $73 | $123-40.8% | $2,858-97.5% | $158-54.0% |