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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 42-1484983 | Recordkeeping | $21,547 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $13,898 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,552 | $29,507-81.2% | $56,025-90.1% | $77,762-92.9% |
| Participation rate | 66.8% | 32.7%+34.0pp | 52.5%+14.3pp | 70.6%-3.8pp |
| Annual return | 0.00% | 18.90%-18.9pp | 1712.69%-1712.7pp | 31.27%-31.3pp |
| Employer contribution / active EE | $50 | $570-91.3% | $1,042-95.2% | $2,728-98.2% |
| Participant deferral / active EE | $630 | $1,062-40.6% | $1,955-67.7% | $4,651-86.4% |
| Admin fee / account holder | $92 | $1,041-91.2% | $2,828-96.7% | $433-78.7% |