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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 42-1484983 | Recordkeeping | $2,232 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $605 |
Participant 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.
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 | $1,231 | $73,459-98.3% | $178,528-99.3% | $74,429-98.3% |
| Participation rate | 86.4% | 66.5%+19.9pp | 77.1%+9.3pp | 67.2%+19.2pp |
| Annual return | 0.00% | 17.50%-17.5pp | 27.11%-27.1pp | 1368.38%-1368.4pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,950-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,241 | $4,515-72.5% | $6,278-80.2% | $4,348-71.5% |
| Admin fee / account holder | $28 | $1,812-98.4% | $10,419-99.7% | $1,944-98.5% |