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| Provider | Service type | Compensation |
|---|---|---|
COMPASS 360, LLC5 years Service code 15 · EIN 81-1939215 | Recordkeeping | $25,884 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $20,207 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS L Service code 15 · EIN 13-3689044 | Recordkeeping | $17,257 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,723 | $88,360-72.0% | $145,433-83.0% | $67,986-63.6% |
| Participation rate | 94.2% | 65.5%+28.7pp | 82.1%+12.1pp | 57.2%+37.0pp |
| Annual return | 18.27% | 63.15%-44.9pp | 66.58%-48.3pp | 31.67%-13.4pp |
| Employer contribution / active EE | $46 | $3,054-98.5% | $4,554-99.0% | $2,019-97.7% |
| Participant deferral / active EE | $4,011 | $5,932-32.4% | $7,897-49.2% | $3,358+19.4% |
| Admin fee / account holder | $339 | $3,313-89.8% | $13,129-97.4% | $3,203-89.4% |