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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $23,998 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $11,523 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,859 | $76,696-1.1% | $96,538-21.4% | $71,529+6.1% |
| Participation rate | 27.2% | 66.6%-39.4pp | 74.3%-47.2pp | 67.9%-40.8pp |
| Annual return | -8.71% | 48.32%-57.0pp | 35.74%-44.5pp | 28.97%-37.7pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $3,740-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $2,528 | $3,770-32.9% | $4,880-48.2% | $4,291-41.1% |
| Admin fee / account holder | $683 | $2,030-66.3% | $6,737-89.9% | $1,588-57.0% |