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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FUTURE CAPITAL Service code 26 1110 MARKET STREET, SUITE 402 · CHATTANOOGA, TN 37402 | Advisory (Participants) | $17,698 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 51 · EIN 39-0989781 | Investment Mgmt Fees | $17,698 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,576 | $83,023-39.1% | $102,437-50.6% | $77,762-35.0% |
| Participation rate | 8.6% | 71.5%-62.9pp | 74.5%-65.9pp | 70.6%-62.0pp |
| Annual return | 10.39% | 19.12%-8.7pp | 24.95%-14.6pp | 31.27%-20.9pp |
| Employer contribution / active EE | $0 | $3,552-100.0% | $3,871-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $340 | $4,110-91.7% | $5,060-93.3% | $4,651-92.7% |
| Admin fee / account holder | $564 | $639-11.8% | $8,388-93.3% | $433+30.2% |