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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA REITREMENT SOLUTIONS Service code 15 · EIN 13-3689044 | Recordkeeping | $58,761 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $16,190 |
LBMC, PC5 years Filed as: LBMC PC Service code 10 · EIN 62-1199757 | Accounting | $15,750 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,594 | $91,695-68.8% | $67,575-57.7% | $77,736-63.2% |
| Participation rate | 74.0% | 76.0%-2.1pp | 72.9%+1.1pp | 70.6%+3.4pp |
| Annual return | 13.07% | 14.88%-1.8pp | 3528.98%-3515.9pp | 31.26%-18.2pp |
| Employer contribution / active EE | $314 | $3,189-90.2% | $2,736-88.5% | $2,728-88.5% |
| Participant deferral / active EE | $2,118 | $3,912-45.9% | $4,003-47.1% | $4,651-54.5% |
| Admin fee / account holder | $675 | $245+175.7% | $3,993-83.1% | $433+55.7% |