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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $61,994 |
GOLDLEAF PARTNERS1+ years Service code 15 · EIN 45-0514557 | Recordkeeping | $8,746 |
PENSION ASSURANCE LLP1+ years Filed as: PENSION ASSURANCE, LLP Service code 10 · EIN 30-0840934 | Accounting | $8,250 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,285 | $37,039+311.2% | $147,617+3.2% | $59,188+157.3% |
| Participation rate | 11.6% | 63.8%-52.2pp | 84.6%-73.0pp | 69.4%-57.8pp |
| Annual return | 5.45% | 7.19%-1.7pp | 61.98%-56.5pp | 5.51%-0.1pp |
| Employer contribution / active EE | $529 | $1,353-60.9% | $5,564-90.5% | $2,098-74.8% |
| Participant deferral / active EE | $1,624 | $2,094-22.5% | $4,895-66.8% | $3,265-50.3% |
| Admin fee / account holder | $560 | $60+829.2% | $11,612-95.2% | $92+506.7% |