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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $12,889 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $8,861 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $25,362 | $54,355-53.3% | $82,744-69.3% | $68,486-63.0% |
| Participation rate | 30.0% | 63.9%-33.9pp | 72.6%-42.6pp | 67.9%-37.9pp |
| Annual return | -12.34% | -13.67%+1.3pp | 702.22%-714.6pp | -7.85%-4.5pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,665 | $3,246-48.7% | $4,395-62.1% | $4,028-58.7% |
| Admin fee / account holder | $444 | $4,397-89.9% | $5,325-91.7% | $5,404-91.8% |