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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS C Service code 15 · EIN 13-3689044 | Recordkeeping | $70,560 |
CETERA ADVISOR NETWORKS LLC3+ years Service code 22 · EIN 95-3845382 | Insurance Broker | $38,755 |
AVINTUS3+ years Service code 15 · EIN 04-3682160 | Recordkeeping | $9,975 |
CETERA ADVISOR NETWORKS LLC3+ years Filed as: CETERA FINANCIAL GROUP Service code 22 · EIN 30-0588666 | Insurance Broker | $3,793 |
AVINTUS1 year Filed as: AVINTUS, LLC Service code 15 | Recordkeeping | $1,473 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $73,047 | $71,666+1.9% | $117,861-38.0% | $69,631+4.9% |
| Participation rate | 63.8% | 77.5%-13.8pp | 79.7%-15.9pp | 70.7%-6.9pp |
| Annual return | 13.38% | 18.86%-5.5pp | 335.11%-321.7pp | 27571.02%-27557.6pp |
| Employer contribution / active EE | $1,099 | $1,889-41.8% | $3,786-71.0% | $2,032-45.9% |
| Participant deferral / active EE | $1,697 | $3,340-49.2% | $4,482-62.1% | $3,224-47.4% |
| Admin fee / account holder | $445 | $120+269.8% | $8,021-94.5% | $110+302.9% |