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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $43,192 |
Service code 16 · EIN 13-4284240 | 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.
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 | $30,437 | $95,388-68.1% | $125,363-75.7% | $77,906-60.9% |
| Participation rate | 35.8% | 78.6%-42.8pp | 82.4%-46.5pp | 73.7%-37.9pp |
| Annual return | -19.07% | 116.19%-135.3pp | 572.15%-591.2pp | 12.16%-31.2pp |
| Employer contribution / active EE | $940 | $3,666-74.4% | $4,815-80.5% | $2,846-67.0% |
| Participant deferral / active EE | $1,648 | $7,711-78.6% | $7,447-77.9% | $4,805-65.7% |
| Admin fee / account holder | $164 | $119+38.2% | $10,005-98.4% | $133+23.9% |