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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA Service code 15 · EIN 39-6071399 | Recordkeeping | $22,499 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $1,424 |
INTAC ACTUARIAL SERVICES2+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 15 · EIN 22-2446239 | Recordkeeping | $850 |
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).
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 | $53,144 | $61,166-13.1% | $185,837-71.4% | $79,393-33.1% |
| Participation rate | 25.4% | 66.6%-41.3pp | 81.7%-56.4pp | 70.7%-45.4pp |
| Annual return | 14.03% | 19.45%-5.4pp | 122.08%-108.0pp | 116.87%-102.8pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,168-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $967 | $2,789-65.3% | $5,568-82.6% | $4,046-76.1% |
| Admin fee / account holder | $413 | $710-41.8% | $16,241-97.5% | $627-34.1% |