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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,970 | $46,072-67.5% | $69,779-78.5% | $55,167-72.9% |
| Participation rate | 59.9% | 67.5%-7.6pp | 71.8%-12.0pp | 69.0%-9.1pp |
| Annual return | 6.29% | 8.68%-2.4pp | 12.99%-6.7pp | 169.23%-162.9pp |
| Employer contribution / active EE | $635 | $1,500-57.7% | $2,338-72.8% | $1,963-67.6% |
| Participant deferral / active EE | $1,259 | $2,344-46.3% | $2,931-57.1% | $3,054-58.8% |
| Admin fee / account holder | $65 | $428-84.9% | $4,381-98.5% | $504-87.2% |