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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $14,688 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $8,568 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $34,998 | $46,332-24.5% | $143,797-75.7% | $64,824-46.0% |
| Participation rate | 14.8% | 64.2%-49.5pp | 80.3%-65.5pp | 71.5%-56.7pp |
| Annual return | -16.15% | -10.05%-6.1pp | -0.04%-16.1pp | 32.84%-49.0pp |
| Employer contribution / active EE | $466 | $1,911-75.6% | $4,952-90.6% | $2,507-81.4% |
| Participant deferral / active EE | $1,026 | $2,647-61.3% | $5,638-81.8% | $4,311-76.2% |
| Admin fee / account holder | $319 | $154+107.1% | $14,679-97.8% | $188+69.6% |