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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT STRATEGIES, INC.3+ years Filed as: RETIREMENT STRATEGIES Service code 15 · EIN 58-2380163 | Recordkeeping | $7,130 |
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $328 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $21,700 | $31,388-30.9% | $73,550-70.5% | $62,293-65.2% |
| Participation rate | 49.3% | 39.9%+9.5pp | 54.9%-5.6pp | 69.5%-20.2pp |
| Annual return | 13.65% | 25.34%-11.7pp | -15.16%+28.8pp | 28.90%-15.2pp |
| Employer contribution / active EE | $0 | $498-100.0% | $1,219-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,522 | $1,028+48.0% | $1,804-15.6% | $3,169-52.0% |
| Admin fee / account holder | $112 | $299-62.5% | $2,320-95.2% | $479-76.6% |