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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $33,440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $878 | $37,213-97.6% | $156,551-99.4% | $63,975-98.6% |
| Participation rate | 67.7% | 65.0%+2.8pp | 84.0%-16.3pp | 71.1%-3.4pp |
| Annual return | 7.11% | 47.89%-40.8pp | 32.23%-25.1pp | 48.65%-41.5pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $750 | $2,070-63.8% | $4,871-84.6% | $3,356-77.7% |
| Admin fee / account holder | $21 | $56-62.8% | $13,028-99.8% | $70-70.2% |