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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $28,881 |
CHARLES W. SNADER, P.C.1 year Filed as: CHARLES W SNADER PC Service code 10 · EIN 54-1873714 | Accounting | $10,800 |
CHERRY BEKAERT LLP2 years Service code 10 · EIN 56-0574444 | Accounting | $8,613 |
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.
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 | $7,967 | $42,810-81.4% | $169,452-95.3% | $55,725-85.7% |
| Participation rate | 64.5% | 64.7%-0.3pp | 77.8%-13.3pp | 70.9%-6.4pp |
| Annual return | -8.25% | -3.61%-4.6pp | 1.83%-10.1pp | 244.93%-253.2pp |
| Employer contribution / active EE | $0 | $1,402-100.0% | $4,157-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,239 | $3,141-60.5% | $5,277-76.5% | $3,356-63.1% |
| Admin fee / account holder | $210 | $106+97.5% | $9,110-97.7% | $115+82.6% |