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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 61-1211399 | Recordkeeping | $480 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $267 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,629 | $23,385+35.3% | $69,182-54.3% | $57,658-45.1% |
| Participation rate | 15.0% | 37.9%-22.9pp | 55.1%-40.1pp | 70.2%-55.2pp |
| Annual return | 8.21% | -659.34%+667.6pp | -21.93%+30.1pp | 5.13%+3.1pp |
| Employer contribution / active EE | $341 | $422-19.3% | $1,206-71.8% | $1,974-82.7% |
| Participant deferral / active EE | $546 | $843-35.2% | $1,897-71.2% | $3,061-82.2% |
| Admin fee / account holder | $14 | $82-83.2% | $2,697-99.5% | $95-85.4% |