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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $83,919 |
NATIONAL BENEFIT SERVICES, LLC7+ years Service code 15 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 84088 | Recordkeeping | $11,324 |
INVESTMENT ADVISORY-PLAN1 year Service code 35 · EIN 55-0809001 | Employee (plan sponsor) | $2,554 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,810 | $104,336-36.9% | $159,474-58.7% | $86,821-24.2% |
| Participation rate | 57.7% | 77.7%-20.0pp | 82.8%-25.1pp | 72.3%-14.6pp |
| Annual return | 11.60% | 26.32%-14.7pp | 263.68%-252.1pp | 97.94%-86.3pp |
| Employer contribution / active EE | $1,774 | $3,451-48.6% | $4,831-63.3% | $2,406-26.3% |
| Participant deferral / active EE | $3,417 | $6,837-50.0% | $7,353-53.5% | $4,132-17.3% |
| Admin fee / account holder | $461 | $172+167.9% | $10,802-95.7% | $170+172.0% |