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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $36,225 |
BENEFITS ADMINISTRATORS, LLC10+ years Service code 15 · EIN 61-1291181 | Recordkeeping | $14,650 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,558 | $82,979-78.8% | $102,412-82.9% | $77,736-77.4% |
| Participation rate | 56.9% | 71.5%-14.6pp | 74.5%-17.6pp | 70.6%-13.7pp |
| Annual return | 12.09% | 19.11%-7.0pp | 24.94%-12.9pp | 31.26%-19.2pp |
| Employer contribution / active EE | $5,224 | $3,554+47.0% | $3,870+35.0% | $2,728+91.5% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $109 | $639-82.9% | $8,388-98.7% | $433-74.9% |