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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $35,508 |
Filed as: RAYMOND JAMES AND ASSOCIATES, INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $25,057 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,515 | $29,525+64.3% | $56,033-13.4% | $77,736-37.6% |
| Participation rate | 22.6% | 32.7%-10.0pp | 52.5%-29.9pp | 70.6%-48.0pp |
| Annual return | 11.47% | 18.90%-7.4pp | 1711.38%-1699.9pp | 31.26%-19.8pp |
| Employer contribution / active EE | $573 | $569+0.7% | $1,041-44.9% | $2,728-79.0% |
| Participant deferral / active EE | $1,184 | $1,062+11.5% | $1,954-39.4% | $4,651-74.6% |
| Admin fee / account holder | $405 | $1,040-61.0% | $2,827-85.7% | $433-6.4% |