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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $11,112 |
Service code 15 · EIN 59-2438373 | Recordkeeping | $4,531 |
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.
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 | $13,625 | $46,732-70.8% | $156,551-91.3% | $55,167-75.3% |
| Participation rate | 52.2% | 65.8%-13.6pp | 84.0%-31.8pp | 69.0%-16.8pp |
| Annual return | 17.06% | 17.72%-0.7pp | 32.23%-15.2pp | 169.23%-152.2pp |
| Employer contribution / active EE | $184 | $2,105-91.2% | $5,501-96.7% | $1,963-90.6% |
| Participant deferral / active EE | $1,070 | $2,204-51.5% | $4,871-78.0% | $3,054-65.0% |
| Admin fee / account holder | $154 | $418-63.2% | $13,028-98.8% | $504-69.5% |