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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $23,161 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,497 | $31,810-51.3% | $64,105-75.8% | $59,188-73.8% |
| Participation rate | 11.0% | 57.7%-46.8pp | 68.2%-57.2pp | 69.4%-58.5pp |
| Annual return | -0.63% | 9.41%-10.0pp | 791.24%-791.9pp | 5.51%-6.1pp |
| Employer contribution / active EE | $0 | $659-100.0% | $1,820-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $208 | $1,582-86.9% | $2,822-92.6% | $3,265-93.6% |
| Admin fee / account holder | $106 | $57+85.9% | $4,499-97.6% | $92+14.7% |