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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $18,036 |
EQUITABLE ADVISORS LLC1 year Service code 27 · EIN 13-4078005 | Advisory (Plan) | $11,250 |
Filed as: DONOHUE FEIMAN RETIREMENT PLAN SERV Service code 15 · EIN 16-1229660 | Recordkeeping | $4,919 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,397 | $54,573+51.0% | $90,970-9.4% | $73,493+12.1% |
| Participation rate | 46.0% | 61.2%-15.2pp | 69.0%-23.0pp | 70.7%-24.7pp |
| Annual return | 11.90% | 16.69%-4.8pp | 134.58%-122.7pp | 28.51%-16.6pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,214 | $2,517-12.1% | $3,373-34.4% | $3,740-40.8% |
| Admin fee / account holder | $375 | $521-28.1% | $5,960-93.7% | $513-26.9% |