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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $20,234 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,795 | $73,638-35.1% | $95,952-50.2% | $73,488-35.0% |
| Participation rate | 55.9% | 76.2%-20.2pp | 77.1%-21.1pp | 70.7%-14.7pp |
| Annual return | 14.10% | 16.78%-2.7pp | 91.61%-77.5pp | 28.51%-14.4pp |
| Employer contribution / active EE | $990 | $1,863-46.9% | $2,541-61.1% | $2,270-56.4% |
| Participant deferral / active EE | $1,598 | $3,617-55.8% | $4,167-61.7% | $3,740-57.3% |
| Admin fee / account holder | $238 | $482-50.6% | $6,795-96.5% | $513-53.6% |