Filed April 28, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS C Service code 15 · EIN 13-3689044 | Recordkeeping | $27,509 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,000 | $26,805+123.8% | $59,496+0.8% | $52,331+14.7% |
| Participation rate | 60.8% | 39.3%+21.5pp | 54.6%+6.3pp | 68.1%-7.3pp |
| Annual return | -0.50% | 2.61%-3.1pp | 182.05%-182.6pp | 4.54%-5.0pp |
| Employer contribution / active EE | $820 | $450+82.3% | $1,153-28.8% | $1,882-56.4% |
| Participant deferral / active EE | $1,722 | $916+87.9% | $1,829-5.9% | $3,022-43.0% |
| Admin fee / account holder | $256 | $305-16.1% | $2,232-88.5% | $592-56.7% |