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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSUR Service code 15 · EIN 36-6071399 | Recordkeeping | $38,552 |
BROCK AND COMPANY2 years Service code 10 · EIN 84-0930288 | Accounting | $13,307 |
UNITED RETIREMENT INC3 years Filed as: UNITED RETIREMENT, INC Service code 15 · EIN 25-1759623 | Recordkeeping | $3,045 |
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).
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 | $36,227 | $42,548-14.9% | $74,549-51.4% | $56,287-35.6% |
| Participation rate | 46.8% | 60.5%-13.6pp | 69.1%-22.3pp | 69.9%-23.0pp |
| Annual return | -7.47% | 12.40%-19.9pp | 32.53%-40.0pp | -9.96%+2.5pp |
| Employer contribution / active EE | $1,355 | $855+58.5% | $1,961-30.9% | $2,111-35.8% |
| Participant deferral / active EE | $2,658 | $2,277+16.7% | $3,108-14.5% | $3,350-20.7% |
| Admin fee / account holder | $544 | $467+16.4% | $5,059-89.3% | $521+4.4% |