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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $48,981 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,980 | $65,118-64.7% | $76,767-70.1% | $55,725-58.8% |
| Participation rate | 75.5% | 79.6%-4.1pp | 77.0%-1.5pp | 70.9%+4.6pp |
| Annual return | 3.70% | -1.27%+5.0pp | 2.43%+1.3pp | 244.93%-241.2pp |
| Employer contribution / active EE | $2,080 | $1,941+7.2% | $2,485-16.3% | $2,078+0.1% |
| Participant deferral / active EE | $4,088 | $3,688+10.8% | $3,852+6.1% | $3,356+21.8% |
| Admin fee / account holder | $141 | $116+21.7% | $6,675-97.9% | $115+22.5% |