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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS L Service code 15 · EIN 13-3689044 | Recordkeeping | $3,677 |
THE RETIREMENT ADVANTAGE INC1+ years Filed as: THE RETIREMENT ADVANTAGE Service code 15 · EIN 39-1816008 | Recordkeeping | $970 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,659 | $57,103-95.3% | $87,502-97.0% | $57,658-95.4% |
| Participation rate | 85.7% | 64.3%+21.3pp | 73.8%+11.8pp | 70.2%+15.4pp |
| Annual return | 0.00% | 12.71%-12.7pp | 12.21%-12.2pp | 5.13%-5.1pp |
| Employer contribution / active EE | $69 | $1,107-93.7% | $2,550-97.3% | $1,974-96.5% |
| Participant deferral / active EE | $1,386 | $2,250-38.4% | $3,149-56.0% | $3,061-54.7% |
| Admin fee / account holder | $10 | $281-96.3% | $4,221-99.8% | $95-88.9% |