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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 4333 EDGEWOOD ROAD NE · CEDAR RAPIDS, IA 524990010 | Recordkeeping | $94,887 |
HEARD MCELROY & VESTAL, LLC10+ years Filed as: HEARD, MCELROY & VESTAL, LLC Service code 15 · EIN 72-0398470 333 TEXAS STREET, 15TH FLOOR · SHREVEPORT, LA 71101 | Recordkeeping | $30,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $22,360 | $53,216-58.0% | $155,534-85.6% | $199,960-88.8% |
| Participation rate | 21.0% | 64.1%-43.1pp | 78.2%-57.2pp | 72.0%-51.0pp |
| Annual return | 12.39% | 41.18%-28.8pp | 64.92%-52.5pp | 34.28%-21.9pp |
| Employer contribution / active EE | $23 | $1,848-98.8% | $4,675-99.5% | $3,036-99.2% |
| Participant deferral / active EE | $978 | $3,164-69.1% | $5,630-82.6% | $5,087-80.8% |
| Admin fee / account holder | $254 | $186+36.9% | $15,900-98.4% | $269-5.6% |