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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 | $17,714 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,935 | $29,546-8.8% | $56,441-52.3% | $77,671-65.3% |
| Participation rate | 21.3% | 32.7%-11.4pp | 52.5%-31.2pp | 70.6%-49.3pp |
| Annual return | 10.34% | 19.01%-8.7pp | 1704.21%-1693.9pp | 31.21%-20.9pp |
| Employer contribution / active EE | $216 | $568-62.0% | $1,039-79.2% | $2,726-92.1% |
| Participant deferral / active EE | $917 | $1,061-13.5% | $1,953-53.0% | $4,648-80.3% |
| Admin fee / account holder | $158 | $1,046-84.9% | $2,829-94.4% | $430-63.4% |