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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $12,969 |
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.
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 | $16,598 | $55,453-70.1% | $170,435-90.3% | $62,293-73.4% |
| Participation rate | 47.6% | 66.4%-18.8pp | 83.6%-36.0pp | 69.5%-22.0pp |
| Annual return | 16.69% | 21.38%-4.7pp | 205.94%-189.2pp | 28.90%-12.2pp |
| Employer contribution / active EE | $255 | $2,164-88.2% | $5,432-95.3% | $2,042-87.5% |
| Participant deferral / active EE | $1,016 | $2,303-55.9% | $4,939-79.4% | $3,169-67.9% |
| Admin fee / account holder | $166 | $455-63.6% | $13,881-98.8% | $479-65.4% |