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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $22,264 |
Filed as: WHITE HORSE ADVISORS LLC Service code 27 · EIN 11-3695054 | Advisory (Plan) | $13,522 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,640 | $43,717-87.1% | $81,473-93.1% | $77,958-92.8% |
| Participation rate | 67.5% | 42.5%+24.9pp | 68.0%-0.5pp | 71.6%-4.2pp |
| Annual return | 20.26% | 23.83%-3.6pp | 38.78%-18.5pp | 20.87%-0.6pp |
| Employer contribution / active EE | $1 | $919-99.9% | $2,568-99.9% | $2,310-99.9% |
| Participant deferral / active EE | $1,099 | $1,783-38.4% | $3,537-68.9% | $3,537-68.9% |
| Admin fee / account holder | $34 | $108-68.6% | $4,561-99.3% | $97-65.2% |