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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $21,423 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $15,834 |
LPL FINANCIAL3 years Service code 22 · EIN 95-2834236 | Insurance Broker | $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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,843 | $47,180-68.5% | $149,723-90.1% | $74,473-80.1% |
| Participation rate | 50.5% | 63.4%-12.9pp | 78.8%-28.2pp | 70.7%-20.2pp |
| Annual return | 17.86% | 22.75%-4.9pp | 134.50%-116.6pp | 34.36%-16.5pp |
| Employer contribution / active EE | $453 | $1,907-76.2% | $4,821-90.6% | $2,638-82.8% |
| Participant deferral / active EE | $2,674 | $2,730-2.1% | $5,682-52.9% | $4,530-41.0% |
| Admin fee / account holder | $143 | $343-58.2% | $13,215-98.9% | $347-58.7% |