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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $8,834 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,269 | $89,769-57.4% | $76,768-50.1% | - |
| Participation rate | 81.5% | 75.1%+6.5pp | 77.0%+4.6pp | - |
| Annual return | 0.57% | -5.73%+6.3pp | 2.43%-1.9pp | - |
| Employer contribution / active EE | $411 | $1,505-72.7% | $2,485-83.5% | - |
| Participant deferral / active EE | $2,668 | $3,196-16.5% | $3,852-30.7% | - |
| Admin fee / account holder | $36 | $4,068-99.1% | $6,675-99.5% | - |