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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $21,899 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,120 | $67,228-98.3% | $117,861-99.1% | $77,958-98.6% |
| Participation rate | 3.0% | 79.4%-76.4pp | 79.7%-76.6pp | 71.6%-68.6pp |
| Annual return | 15.03% | 19.13%-4.1pp | 335.11%-320.1pp | 20.87%-5.8pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $3,786-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $0 | $3,653-100.0% | $4,482-100.0% | $3,537-100.0% |
| Admin fee / account holder | $12 | $76-83.7% | $8,021-99.8% | $97-87.3% |