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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.
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,021 | $57,831-56.7% | $82,389-69.6% | $85,563-70.8% |
| Participation rate | 15.4% | 55.0%-39.6pp | 69.5%-54.2pp | 66.0%-50.6pp |
| Annual return | 23.70% | 17.86%+5.8pp | 28.67%-5.0pp | 31.51%-7.8pp |
| Employer contribution / active EE | $0 | $1,643-100.0% | $2,517-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $599 | $3,118-80.8% | $4,155-85.6% | $4,375-86.3% |
| Admin fee / account holder | $323 | $1,391-76.8% | $7,231-95.5% | $834-61.3% |