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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $65,359 |
Service code 16 · EIN 47-1411118 | Consulting | $34,000 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,169 | $122,128-63.8% | $147,117-70.0% | $200,096-77.9% |
| Participation rate | 45.4% | 78.2%-32.8pp | 82.2%-36.8pp | 72.0%-26.6pp |
| Annual return | 16.00% | 30.58%-14.6pp | 420.54%-404.5pp | 34.26%-18.3pp |
| Employer contribution / active EE | $1,354 | $4,093-66.9% | $4,932-72.5% | $3,038-55.4% |
| Participant deferral / active EE | $2,620 | $8,484-69.1% | $8,065-67.5% | $5,090-48.5% |
| Admin fee / account holder | $182 | $180+1.2% | $12,993-98.6% | $269-32.5% |