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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $8,820 |
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,711 | $37,117-57.7% | $147,617-89.4% | $55,191-71.5% |
| Participation rate | 17.1% | 63.6%-46.5pp | 84.6%-67.5pp | 69.2%-52.0pp |
| Annual return | -3.30% | 3.44%-6.7pp | 61.98%-65.3pp | 10.78%-14.1pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $695 | $1,985-65.0% | $4,895-85.8% | $3,046-77.2% |
| Admin fee / account holder | $82 | $86-3.7% | $11,612-99.3% | $91-9.2% |