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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,720 |
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 | $27,794 | $62,132-55.3% | $185,835-85.0% | $73,493-62.2% |
| Participation rate | 98.4% | 67.8%+30.6pp | 78.0%+20.4pp | 70.7%+27.7pp |
| Annual return | 19.10% | 20.44%-1.3pp | 35.96%-16.9pp | 28.51%-9.4pp |
| Employer contribution / active EE | $787 | $1,681-53.2% | $4,087-80.7% | $2,270-65.3% |
| Participant deferral / active EE | $2,116 | $3,711-43.0% | $5,633-62.4% | $3,740-43.4% |
| Admin fee / account holder | $20 | $419-95.3% | $9,502-99.8% | $513-96.2% |