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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $21,539 |
PRIME BENEFITS, INC.6 years Service code 15 · EIN 52-2204662 | Recordkeeping | $15,311 |
WCS3 years Service code 10 · EIN 81-4643077 | Accounting | $5,000 |
OSAIC WEALTH INC1 year Filed as: OSAIC, INC. Service code 22 · EIN 93-0987232 | Insurance Broker | $1,614 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,941 | $42,886-62.8% | $88,946-82.1% | $85,563-81.4% |
| Participation rate | 91.2% | 37.9%+53.3pp | 68.8%+22.4pp | 66.0%+25.3pp |
| Annual return | 12.16% | 44.56%-32.4pp | 57.82%-45.7pp | 31.51%-19.4pp |
| Employer contribution / active EE | $307 | $1,147-73.2% | $2,555-88.0% | $2,654-88.4% |
| Participant deferral / active EE | $1,973 | $2,108-6.4% | $4,581-56.9% | $4,375-54.9% |
| Admin fee / account holder | $40 | $2,263-98.2% | $8,261-99.5% | $834-95.2% |