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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $85,135 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 43-1270780 | Advisory (Plan) | $6,901 |
THE ROSENBAUM LAW FIRM P.C.2+ years Service code 14 · EIN 11-3544517 | Plan Administrator | $4,141 |
EJREYNOLDS, INC.2+ years Filed as: EJ REYNOLDS, INC. Service code 15 · EIN 59-2265857 | Recordkeeping | $1,976 |
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 | $70,435 | $51,223+37.5% | $82,763-14.9% | $66,949+5.2% |
| Participation rate | 57.4% | 67.9%-10.5pp | 72.6%-15.1pp | 69.8%-12.4pp |
| Annual return | -18.54% | -9.85%-8.7pp | 702.45%-721.0pp | 1.57%-20.1pp |
| Employer contribution / active EE | $2,377 | $2,611-8.9% | $3,008-21.0% | $2,545-6.6% |
| Participant deferral / active EE | $4,933 | $3,460+42.6% | $4,395+12.2% | $4,239+16.4% |
| Admin fee / account holder | $627 | $415+50.9% | $5,325-88.2% | $594+5.6% |