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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE CO. Service code 15 · EIN 39-0989781 | Recordkeeping | $7,481 |
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).
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 | $39,414 | $43,717-9.8% | $81,473-51.6% | $77,958-49.4% |
| Participation rate | 4.2% | 42.5%-38.4pp | 68.0%-63.8pp | 71.6%-67.5pp |
| Annual return | 18.66% | 23.83%-5.2pp | 38.78%-20.1pp | 20.87%-2.2pp |
| Employer contribution / active EE | $129 | $919-86.0% | $2,568-95.0% | $2,310-94.4% |
| Participant deferral / active EE | $228 | $1,783-87.2% | $3,537-93.6% | $3,537-93.6% |
| Admin fee / account holder | $53 | $108-51.2% | $4,561-98.8% | $97-45.9% |