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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 | $51,262 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $20,661 |
COULTER & JUSTUS10+ years Filed as: COULTER & JUSTUS PC Service code 10 · EIN 62-1532536 | Accounting | $6,500 |
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 | $74,175 | $59,448+24.8% | $93,696-20.8% | $74,459-0.4% |
| Participation rate | 59.2% | 59.6%-0.5pp | 68.7%-9.6pp | 67.2%-8.1pp |
| Annual return | 9.11% | 82.11%-73.0pp | 133.74%-124.6pp | 1369.70%-1360.6pp |
| Employer contribution / active EE | $626 | $1,266-50.6% | $2,422-74.2% | $2,626-76.2% |
| Participant deferral / active EE | $5,002 | $3,052+63.9% | $4,417+13.2% | $4,350+15.0% |
| Admin fee / account holder | $665 | $3,027-78.0% | $8,287-92.0% | $1,945-65.8% |