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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $17,621 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,435 | $70,917-7.7% | $98,920-33.9% | $73,497-11.0% |
| Participation rate | 49.7% | 73.8%-24.1pp | 76.0%-26.3pp | 70.7%-20.9pp |
| Annual return | 39.52% | 34.18%+5.3pp | 196.47%-157.0pp | 28.51%+11.0pp |
| Employer contribution / active EE | $2,060 | $2,037+1.1% | $2,689-23.4% | $2,270-9.3% |
| Participant deferral / active EE | $2,365 | $3,501-32.4% | $4,245-44.3% | $3,740-36.8% |
| Admin fee / account holder | $141 | $535-73.7% | $6,643-97.9% | $513-72.6% |