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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $19,620 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,007 | $72,770+121.3% | $67,652+138.0% | $55,191+191.7% |
| Participation rate | 0.0% | 78.8%-78.8pp | 75.7%-75.7pp | 69.2%-69.2pp |
| Annual return | -2.09% | -3.26%+1.2pp | 6625.04%-6627.1pp | 10.78%-12.9pp |
| Employer contribution / active EE | $1,677 | $1,769-5.2% | $2,266-26.0% | $1,899-11.7% |
| Participant deferral / active EE | $2,811 | $3,408-17.5% | $3,560-21.0% | $3,046-7.7% |
| Admin fee / account holder | $377 | $79+378.7% | $4,821-92.2% | $91+315.6% |