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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $8,021 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,618 | $54,541-64.0% | $78,778-75.1% | $70,126-72.0% |
| Participation rate | 35.2% | 60.8%-25.6pp | 69.2%-34.0pp | 69.5%-34.4pp |
| Annual return | 11.90% | 21.07%-9.2pp | 35.62%-23.7pp | 73.15%-61.2pp |
| Employer contribution / active EE | $335 | $1,089-69.2% | $1,986-83.1% | $2,343-85.7% |
| Participant deferral / active EE | $1,748 | $2,210-20.9% | $2,958-40.9% | $3,332-47.5% |
| Admin fee / account holder | $89 | $3,709-97.6% | $5,134-98.3% | $4,645-98.1% |