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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $18,773 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $15,646 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,174 | $88,360-37.6% | $145,433-62.1% | $67,986-18.8% |
| Participation rate | 54.4% | 65.5%-11.1pp | 82.1%-27.7pp | 57.2%-2.8pp |
| Annual return | 42.16% | 63.15%-21.0pp | 66.58%-24.4pp | 31.67%+10.5pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $7,368 | $5,932+24.2% | $7,897-6.7% | $3,358+119.4% |
| Admin fee / account holder | $312 | $3,313-90.6% | $13,129-97.6% | $3,203-90.3% |