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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $50,233 |
PENSION PLAN SPECIALISTS, PC2 years Filed as: PENSION PLAN SPECIALISTS, PC. Service code 15 · EIN 26-1570786 | Recordkeeping | $7,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,561 | $47,180-24.6% | $149,723-76.2% | $74,473-52.3% |
| Participation rate | 45.9% | 63.4%-17.5pp | 78.8%-32.9pp | 70.7%-24.8pp |
| Annual return | 12.65% | 22.75%-10.1pp | 134.50%-121.9pp | 34.36%-21.7pp |
| Employer contribution / active EE | $214 | $1,907-88.8% | $4,821-95.6% | $2,638-91.9% |
| Participant deferral / active EE | $1,601 | $2,730-41.4% | $5,682-71.8% | $4,530-64.7% |
| Admin fee / account holder | $378 | $343+10.2% | $13,215-97.1% | $347+8.9% |