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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $15,424 |
BENEFITS ADMINISTRATORS, LLC8+ years Service code 15 · EIN 61-1291181 | Recordkeeping | $13,294 |
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 | $13,816 | $106,236-87.0% | $112,258-87.7% | $64,814-78.7% |
| Participation rate | 55.9% | 71.7%-15.8pp | 75.1%-19.2pp | 71.5%-15.6pp |
| Annual return | -7.88% | -6.02%-1.9pp | 27.47%-35.3pp | 32.84%-40.7pp |
| Employer contribution / active EE | $4,238 | $3,166+33.9% | $3,636+16.6% | $2,507+69.1% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $62 | $452-86.2% | $6,411-99.0% | $188-66.8% |