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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FIN. LIFE INS. CO. Service code 15 · EIN 36-6071399 | Recordkeeping | $11,912 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $8,292 |
RPA FINANCIAL LLC2 years Service code 26 · EIN 83-1143379 | Advisory (Participants) | $794 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,124 | $60,989-73.6% | $60,899-73.5% | $66,930-75.9% |
| Participation rate | 44.7% | 74.5%-29.8pp | 73.1%-28.4pp | 69.8%-25.1pp |
| Annual return | -11.23% | -9.60%-1.6pp | 16.92%-28.2pp | 1.57%-12.8pp |
| Employer contribution / active EE | $736 | $2,661-72.3% | $2,702-72.8% | $2,545-71.1% |
| Participant deferral / active EE | $1,636 | $3,615-54.7% | $3,817-57.1% | $4,238-61.4% |
| Admin fee / account holder | $193 | $338-43.1% | $3,225-94.0% | $593-67.5% |