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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $31,881 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $20,692 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,021 | $51,092-51.0% | $76,735-67.4% | $79,634-68.6% |
| Participation rate | 15.4% | 50.2%-34.9pp | 69.5%-54.1pp | 62.5%-47.1pp |
| Annual return | 23.70% | 18.04%+5.7pp | 29.77%-6.1pp | 36.46%-12.8pp |
| Employer contribution / active EE | $0 | $1,519-100.0% | $2,454-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $599 | $2,529-76.3% | $4,088-85.3% | $3,835-84.4% |
| Admin fee / account holder | $323 | $1,865-82.7% | $7,189-95.5% | $1,002-67.8% |