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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $21,446 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,070 | $33,232-48.6% | $71,796-76.2% | $63,975-73.3% |
| Participation rate | 10.1% | 60.1%-50.0pp | 69.1%-59.0pp | 71.1%-61.1pp |
| Annual return | 4.61% | 11.99%-7.4pp | 78.04%-73.4pp | 48.65%-44.0pp |
| Employer contribution / active EE | $0 | $723-100.0% | $1,924-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $205 | $1,604-87.2% | $2,794-92.7% | $3,356-93.9% |
| Admin fee / account holder | $100 | $63+57.1% | $4,815-97.9% | $70+41.6% |