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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $50,326 |
FORRESTALL CPAS3+ years Filed as: FORRESTALL CPAS, LLC Service code 15 · EIN 54-2412540 | Recordkeeping | $1,840 |
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.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $34,787 | $29,369+18.5% | $77,552-55.1% | $73,412-52.6% |
| Participation rate | 0.0% | 37.9%-37.9pp | 54.2%-54.2pp | 72.2%-72.2pp |
| Annual return | 10.83% | 358.15%-347.3pp | 54.82%-44.0pp | 59.30%-48.5pp |
| Employer contribution / active EE | $0 | $406-100.0% | $987-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $201 | $941-78.6% | $1,861-89.2% | $3,806-94.7% |
| Admin fee / account holder | $322 | $123+162.2% | $2,859-88.7% | $158+103.8% |