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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $100,457 |
SMITH & HOWARD, PC3+ years Filed as: SMITH AND HOWARD, PC Service code 10 · EIN 58-1280486 | Accounting | $25,000 |
FISHER & PHILLIPS1 year Service code 29 · EIN 58-0619559 | Legal | $8,215 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,281 | $221,442-81.4% | $92,240-55.2% | $77,958-47.0% |
| Participation rate | 56.0% | 79.6%-23.6pp | 76.5%-20.5pp | 71.6%-15.6pp |
| Annual return | 4.25% | 15.65%-11.4pp | 176.29%-172.0pp | 20.87%-16.6pp |
| Employer contribution / active EE | $691 | $3,226-78.6% | $3,680-81.2% | $2,310-70.1% |
| Participant deferral / active EE | $1,946 | $2,779-30.0% | $3,897-50.1% | $3,537-45.0% |
| Admin fee / account holder | $57 | $210-73.0% | $5,194-98.9% | $97-41.8% |