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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $17,184 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS L Service code 15 · EIN 13-3689044 | Recordkeeping | $16,051 |
BDO USA, LLP2 years Filed as: BDO USA LLP Service code 15 · EIN 54-1921942 | Recordkeeping | $1,650 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported that benefits due were not provided when due.
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 | $30,518 | $52,293-41.6% | $178,503-82.9% | $73,412-58.4% |
| Participation rate | 36.7% | 65.3%-28.7pp | 81.9%-45.3pp | 72.2%-35.5pp |
| Annual return | 14.45% | 34.75%-20.3pp | 151.12%-136.7pp | 59.30%-44.8pp |
| Employer contribution / active EE | $267 | $1,736-84.6% | $5,011-94.7% | $2,234-88.1% |
| Participant deferral / active EE | $815 | $2,333-65.1% | $5,202-84.3% | $3,806-78.6% |
| Admin fee / account holder | $268 | $127+110.7% | $13,987-98.1% | $158+70.0% |