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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $9,332 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $5,214 |
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.
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 | $26,596 | $65,083-59.1% | $143,788-81.5% | $66,930-60.3% |
| Participation rate | 23.8% | 65.2%-41.4pp | 80.3%-56.5pp | 69.8%-46.0pp |
| Annual return | -16.59% | -11.13%-5.5pp | -0.03%-16.6pp | 1.57%-18.2pp |
| Employer contribution / active EE | $51 | $2,361-97.8% | $4,952-99.0% | $2,545-98.0% |
| Participant deferral / active EE | $941 | $2,920-67.8% | $5,638-83.3% | $4,238-77.8% |
| Admin fee / account holder | $285 | $502-43.2% | $14,675-98.1% | $593-51.9% |