Filed July 22, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $4,045 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,492 | $23,385-12.4% | $69,182-70.4% | $57,658-64.5% |
| Participation rate | 18.9% | 37.9%-19.0pp | 55.1%-36.2pp | 70.2%-51.3pp |
| Annual return | 4.52% | -659.34%+663.9pp | -21.93%+26.5pp | 5.13%-0.6pp |
| Employer contribution / active EE | $99 | $422-76.5% | $1,206-91.8% | $1,974-95.0% |
| Participant deferral / active EE | $471 | $843-44.1% | $1,897-75.2% | $3,061-84.6% |
| Admin fee / account holder | $15 | $82-81.2% | $2,697-99.4% | $95-83.7% |