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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $23,267 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,598 | $40,113-68.6% | $84,023-85.0% | $77,775-83.8% |
| Participation rate | 13.9% | 62.8%-48.9pp | 69.0%-55.1pp | 73.2%-59.3pp |
| Annual return | 22.66% | 23.27%-0.6pp | 71.32%-48.7pp | 32.58%-9.9pp |
| Employer contribution / active EE | $0 | $847-100.0% | $1,984-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $210 | $2,030-89.7% | $3,239-93.5% | $3,966-94.7% |
| Admin fee / account holder | $73 | $92-20.4% | $6,102-98.8% | $100-27.1% |