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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 13 · EIN 13-3689044 | Contract Administrator | $49,899 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,610 | $40,435-31.7% | $80,648-65.8% | $74,473-62.9% |
| Participation rate | 76.8% | 47.4%+29.4pp | 67.0%+9.8pp | 70.7%+6.0pp |
| Annual return | 14.43% | 165.22%-150.8pp | 937.21%-922.8pp | 34.36%-19.9pp |
| Employer contribution / active EE | $614 | $1,498-59.0% | $2,724-77.5% | $2,638-76.7% |
| Participant deferral / active EE | $2,027 | $2,673-24.1% | $4,443-54.4% | $4,530-55.2% |
| Admin fee / account holder | $99 | $721-86.3% | $5,382-98.2% | $347-71.5% |