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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 | $29,525-8.8% | $56,033-51.9% | $77,736-65.4% |
| Participation rate | 21.3% | 32.7%-11.4pp | 52.5%-31.2pp | 70.6%-49.3pp |
| Annual return | 10.34% | 18.90%-8.6pp | 1711.38%-1701.0pp | 31.26%-20.9pp |
| Employer contribution / active EE | $216 | $569-62.1% | $1,041-79.3% | $2,728-92.1% |
| Participant deferral / active EE | $917 | $1,062-13.6% | $1,954-53.1% | $4,651-80.3% |
| Admin fee / account holder | $158 | $1,040-84.8% | $2,827-94.4% | $433-63.6% |