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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $46,687 |
HILL WARD HENDERSON1 year Filed as: HILL BARTH & KING LLC Service code 10 · EIN 34-1897225 | Accounting | $9,975 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $32,794 | $82,674-60.3% | $125,381-73.8% | $68,486-52.1% |
| Participation rate | 53.6% | 75.1%-21.5pp | 82.4%-28.8pp | 67.9%-14.3pp |
| Annual return | -28.58% | -5.97%-22.6pp | 572.31%-600.9pp | -7.85%-20.7pp |
| Employer contribution / active EE | $997 | $3,382-70.5% | $4,815-79.3% | $2,597-61.6% |
| Participant deferral / active EE | $2,453 | $6,111-59.9% | $7,448-67.1% | $4,028-39.1% |
| Admin fee / account holder | $531 | $6,277-91.5% | $10,007-94.7% | $5,404-90.2% |