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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $55,031 |
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 | $17,373 | $511,364-96.6% | $162,177-89.3% | - |
| Participation rate | 0.0% | 87.5%-87.5pp | 87.6%-87.6pp | - |
| Annual return | 34.79% | 18.01%+16.8pp | 115.60%-80.8pp | - |
| Employer contribution / active EE | $0 | $2,842-100.0% | $5,613-100.0% | - |
| Participant deferral / active EE | $0 | $5,219-100.0% | $7,297-100.0% | - |
| Admin fee / account holder | $95 | $22,911-99.6% | $10,843-99.1% | - |