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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $27,303 |
MOSS ADAMS LLP2+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $9,233 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,242 | $61,473-49.2% | $81,716-61.8% | $73,412-57.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 72.0%+28.0pp | 72.2%+27.8pp |
| Annual return | 12.60% | 28.26%-15.7pp | 29.49%-16.9pp | 59.30%-46.7pp |
| Employer contribution / active EE | $2,186 | $1,898+15.2% | $4,310-49.3% | $2,234-2.1% |
| Participant deferral / active EE | $4,163 | $3,080+35.2% | $7,108-41.4% | $3,806+9.4% |
| Admin fee / account holder | $33 | $125-73.6% | $5,159-99.4% | $158-79.0% |