Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE CO. Service code 15 · EIN 39-0989781 | Recordkeeping | $8,795 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,626 | $30,979-4.4% | $67,704-56.2% | $59,188-49.9% |
| Participation rate | 4.4% | 40.5%-36.1pp | 67.5%-63.1pp | 69.4%-65.0pp |
| Annual return | -0.17% | -1.74%+1.6pp | 25.41%-25.6pp | 5.51%-5.7pp |
| Employer contribution / active EE | $100 | $807-87.6% | $2,559-96.1% | $2,098-95.2% |
| Participant deferral / active EE | $159 | $1,603-90.1% | $3,585-95.6% | $3,265-95.1% |
| Admin fee / account holder | $66 | $81-19.0% | $4,255-98.5% | $92-28.8% |