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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $5,486 |
Filed as: RETIREMENT STRATEGIES, INC Service code 17 · EIN 58-2380163 | Pension Consulting | $850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $11,799 | $32,425-63.6% | $74,577-84.2% | $55,167-78.6% |
| Participation rate | 40.9% | 54.0%-13.1pp | 68.1%-27.2pp | 69.0%-28.1pp |
| Annual return | 37.74% | 10.63%+27.1pp | 20.47%+17.3pp | 169.23%-131.5pp |
| Employer contribution / active EE | $879 | $1,043-15.8% | $2,525-65.2% | $1,963-55.2% |
| Participant deferral / active EE | $2,292 | $1,995+14.9% | $3,458-33.7% | $3,054-24.9% |
| Admin fee / account holder | $52 | $748-93.0% | $4,138-98.7% | $504-89.6% |