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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $15,835 |
THE BENEFIT PRACTICE8+ years Service code 15 · EIN 13-4144565 | Recordkeeping | $3,934 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,456 | $72,620-44.3% | $90,760-55.4% | $66,938-39.6% |
| Participation rate | 75.2% | 73.7%+1.5pp | 75.7%-0.5pp | 69.8%+5.3pp |
| Annual return | -22.53% | -12.28%-10.3pp | -12.16%-10.4pp | 1.58%-24.1pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,922-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,001 | $3,979-24.6% | $4,565-34.3% | $4,238-29.2% |
| Admin fee / account holder | $120 | $707-83.1% | $8,444-98.6% | $594-79.8% |