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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $7,986 |
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.
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 | $8,968 | $35,986-75.1% | $77,513-88.4% | $73,493-87.8% |
| Participation rate | 8.0% | 40.8%-32.8pp | 54.2%-46.2pp | 70.7%-62.7pp |
| Annual return | 14.70% | 19.26%-4.6pp | 54.81%-40.1pp | 28.51%-13.8pp |
| Employer contribution / active EE | $0 | $557-100.0% | $987-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $328 | $1,198-72.7% | $1,861-82.4% | $3,740-91.2% |
| Admin fee / account holder | $109 | $466-76.5% | $2,859-96.2% | $513-78.7% |