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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $14,771 |
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 | $56,792 | $36,767+54.5% | $81,473-30.3% | $62,293-8.8% |
| Participation rate | 70.6% | 54.4%+16.2pp | 68.0%+2.7pp | 69.5%+1.1pp |
| Annual return | 15.19% | 173.80%-158.6pp | 38.78%-23.6pp | 28.90%-13.7pp |
| Employer contribution / active EE | $739 | $1,128-34.5% | $2,568-71.2% | $2,042-63.8% |
| Participant deferral / active EE | $2,543 | $2,111+20.5% | $3,537-28.1% | $3,169-19.7% |
| Admin fee / account holder | $154 | $797-80.7% | $4,561-96.6% | $479-67.9% |