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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $11,389 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,314 | $64,909-50.2% | $82,312-60.7% | $62,293-48.1% |
| Participation rate | 81.4% | 74.9%+6.5pp | 76.9%+4.5pp | 69.5%+11.9pp |
| Annual return | 16.37% | 21.18%-4.8pp | 25.88%-9.5pp | 28.90%-12.5pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,480 | $3,103+12.1% | $3,706-6.1% | $3,169+9.8% |
| Admin fee / account holder | $38 | $440-91.4% | $5,608-99.3% | $479-92.1% |