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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE CO. Service code 15 · EIN 39-0989781 | Recordkeeping | $7,237 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $33,728 | $31,370+7.5% | $74,577-54.8% | $63,975-47.3% |
| Participation rate | 3.6% | 42.6%-39.0pp | 68.1%-64.5pp | 71.1%-67.6pp |
| Annual return | 8.73% | -105.16%+113.9pp | 20.47%-11.7pp | 48.65%-39.9pp |
| Employer contribution / active EE | $110 | $822-86.6% | $2,525-95.6% | $2,182-95.0% |
| Participant deferral / active EE | $189 | $1,560-87.9% | $3,458-94.5% | $3,356-94.4% |
| Admin fee / account holder | $55 | $77-28.6% | $4,138-98.7% | $70-22.1% |