Filed June 3, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPAN Service code 15 · EIN 39-0989781 | Recordkeeping | $22,777 |
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.
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 | $50,955 | $42,396+20.2% | $67,313-24.3% | $56,289-9.5% |
| Participation rate | 45.5% | 61.0%-15.5pp | 69.1%-23.6pp | 69.9%-24.3pp |
| Annual return | -8.15% | -36.63%+28.5pp | -4.08%-4.1pp | -9.96%+1.8pp |
| Employer contribution / active EE | $1,222 | $1,414-13.6% | $2,566-52.4% | $2,111-42.1% |
| Participant deferral / active EE | $3,327 | $2,360+41.0% | $3,568-6.7% | $3,350-0.7% |
| Admin fee / account holder | $292 | $510-42.7% | $4,507-93.5% | $521-43.9% |