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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,617 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,099 | $86,655-23.7% | $119,608-44.7% | $66,930-1.2% |
| Participation rate | 97.0% | 75.6%+21.5pp | 79.3%+17.8pp | 69.8%+27.2pp |
| Annual return | -17.77% | -8.00%-9.8pp | -14.98%-2.8pp | 1.57%-19.3pp |
| Employer contribution / active EE | $1,129 | $2,536-55.5% | $4,232-73.3% | $2,545-55.6% |
| Participant deferral / active EE | $4,719 | $4,358+8.3% | $5,601-15.8% | $4,238+11.4% |
| Admin fee / account holder | $27 | $755-96.5% | $10,326-99.7% | $593-95.5% |