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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 | $83,816 |
Service code 10 · EIN 58-1137570 | Accounting | $17,875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,883 | $45,031-15.9% | $84,966-55.4% | $77,643-51.2% |
| Participation rate | 31.3% | 48.7%-17.4pp | 67.5%-36.2pp | 70.6%-39.3pp |
| Annual return | 21.72% | 79.22%-57.5pp | 66.38%-44.7pp | 31.24%-9.5pp |
| Employer contribution / active EE | $473 | $1,609-70.6% | $2,727-82.7% | $2,726-82.7% |
| Participant deferral / active EE | $1,489 | $2,807-47.0% | $4,519-67.1% | $4,647-68.0% |
| Admin fee / account holder | $402 | $912-55.9% | $6,149-93.5% | $430-6.6% |