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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA Service code 15 · EIN 39-6071399 | Recordkeeping | $25,413 |
INTAC ACTUARIAL SERVICES3+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 15 · EIN 22-2446239 | Recordkeeping | $1,400 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $1,396 |
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 | $40,156 | $65,092-38.3% | $143,799-72.1% | $66,938-40.0% |
| Participation rate | 25.0% | 65.2%-40.2pp | 80.3%-55.3pp | 69.8%-44.8pp |
| Annual return | -14.18% | -11.14%-3.0pp | -0.04%-14.1pp | 1.58%-15.8pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $977 | $2,920-66.5% | $5,638-82.7% | $4,238-76.9% |
| Admin fee / account holder | $441 | $502-12.3% | $14,677-97.0% | $594-25.7% |