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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $38,222 |
OPPENHEIMER1+ years Filed as: OPPENHEIMER LIFE AGENCY Service code 22 · EIN 13-2886227 | Insurance Broker | $16,676 |
THE BENEFIT PRACTICE1+ years Service code 15 · EIN 13-4144565 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Recordkeeping | $5,699 |
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.)
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 | $67,846 | $37,440+81.2% | $77,081-12.0% | $66,930+1.4% |
| Participation rate | 19.8% | 52.9%-33.1pp | 67.9%-48.1pp | 69.8%-50.0pp |
| Annual return | 5.43% | -3.26%+8.7pp | 42.33%-36.9pp | 1.57%+3.9pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $2,813-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,831 | $2,620-30.1% | $4,428-58.6% | $4,238-56.8% |
| Admin fee / account holder | $414 | $568-27.0% | $5,427-92.4% | $593-30.2% |