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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $18,266 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,714 | $65,376-33.1% | $87,100-49.8% | $65,185-32.9% |
| Participation rate | 53.3% | 75.3%-22.0pp | 76.9%-23.5pp | 70.2%-16.9pp |
| Annual return | 21.37% | 31.27%-9.9pp | 28.19%-6.8pp | 29.38%-8.0pp |
| Employer contribution / active EE | $899 | $1,822-50.7% | $2,521-64.4% | $2,177-58.7% |
| Participant deferral / active EE | $1,372 | $3,388-59.5% | $4,049-66.1% | $3,514-61.0% |
| Admin fee / account holder | $220 | $520-57.7% | $7,497-97.1% | $847-74.0% |