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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $31,286 |
Filed as: FIDUCIARY OUTSOURCING LLC Service code 31 · EIN 47-2079321 | Named fiduciary | $750 |
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 | $44,078 | $99,994-55.9% | $146,643-69.9% | $85,847-48.7% |
| Participation rate | 81.9% | 73.1%+8.9pp | 80.1%+1.8pp | 69.3%+12.6pp |
| Annual return | 7.54% | 18.93%-11.4pp | 22.75%-15.2pp | 318.61%-311.1pp |
| Employer contribution / active EE | $1,886 | $2,559-26.3% | $4,137-54.4% | $2,565-26.5% |
| Participant deferral / active EE | $2,560 | $4,006-36.1% | $5,506-53.5% | $3,952-35.2% |
| Admin fee / account holder | $286 | $7,703-96.3% | $10,280-97.2% | $6,261-95.4% |