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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $14,337 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,578 | $61,391-86.0% | $149,723-94.3% | $71,529-88.0% |
| Participation rate | 51.7% | 62.5%-10.8pp | 78.8%-27.1pp | 67.9%-16.2pp |
| Annual return | 6.09% | 35.88%-29.8pp | 134.50%-128.4pp | 28.97%-22.9pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $4,821-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $956 | $2,921-67.3% | $5,682-83.2% | $4,291-77.7% |
| Admin fee / account holder | $65 | $1,264-94.9% | $13,215-99.5% | $1,588-95.9% |