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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSUR Service code 15 · EIN 36-6071399 | Recordkeeping | $36,270 |
UNITED RETIREMENT INC2 years Filed as: UNITED RETIREMENT, INC Service code 15 · EIN 25-1759623 | Recordkeeping | $11,097 |
BROCK AND COMPANY1 year Service code 10 · EIN 84-0930288 | Accounting | $7,076 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,326 | $51,466-31.4% | $78,778-55.2% | $62,293-43.3% |
| Participation rate | 60.0% | 59.8%+0.2pp | 69.2%-9.2pp | 69.5%-9.5pp |
| Annual return | 12.91% | 19.96%-7.0pp | 35.62%-22.7pp | 28.90%-16.0pp |
| Employer contribution / active EE | $1,205 | $827+45.7% | $1,986-39.3% | $2,042-41.0% |
| Participant deferral / active EE | $2,252 | $2,147+4.9% | $2,958-23.9% | $3,169-28.9% |
| Admin fee / account holder | $481 | $489-1.8% | $5,134-90.6% | $479+0.3% |