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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 13 · EIN 13-3689044 | Contract Administrator | $44,292 |
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 | $19,754 | $34,634-43.0% | $77,100-74.4% | $64,824-69.5% |
| Participation rate | 86.8% | 49.8%+37.0pp | 67.9%+18.9pp | 71.5%+15.3pp |
| Annual return | 25.19% | -5.31%+30.5pp | 42.35%-17.2pp | 32.84%-7.6pp |
| Employer contribution / active EE | $1,533 | $1,385+10.7% | $2,815-45.5% | $2,507-38.9% |
| Participant deferral / active EE | $1,956 | $2,553-23.4% | $4,430-55.8% | $4,311-54.6% |
| Admin fee / account holder | $69 | $178-61.2% | $5,443-98.7% | $188-63.2% |