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 | $27,978 |
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 | $58,636 | $25,723+128.0% | $69,182-15.2% | $55,167+6.3% |
| Participation rate | 63.7% | 39.4%+24.3pp | 55.1%+8.6pp | 69.0%-5.3pp |
| Annual return | 7.84% | 9.56%-1.7pp | -21.93%+29.8pp | 169.23%-161.4pp |
| Employer contribution / active EE | $836 | $480+73.9% | $1,206-30.7% | $1,963-57.4% |
| Participant deferral / active EE | $1,738 | $963+80.4% | $1,897-8.4% | $3,054-43.1% |
| Admin fee / account holder | $218 | $365-40.1% | $2,697-91.9% | $504-56.7% |