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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $66,226 |
Filed as: MML INVESTORS SERVICES, LLC Service code 22 · EIN 04-3109325 | Insurance Broker | $0 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,781 | $59,402+69.7% | $93,654+7.6% | $74,546+35.2% |
| Participation rate | 57.3% | 59.7%-2.4pp | 68.7%-11.4pp | 67.2%-9.9pp |
| Annual return | 9.78% | 81.86%-72.1pp | 133.34%-123.6pp | 1366.03%-1356.3pp |
| Employer contribution / active EE | $1,394 | $1,265+10.2% | $2,421-42.4% | $2,624-46.9% |
| Participant deferral / active EE | $2,779 | $3,049-8.8% | $4,413-37.0% | $4,347-36.1% |
| Admin fee / account holder | $576 | $3,023-80.9% | $8,282-93.0% | $1,944-70.4% |