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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $9,664 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $9,351 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,889 | $46,292-80.8% | $143,757-93.8% | $64,808-86.3% |
| Participation rate | 34.7% | 64.2%-29.5pp | 80.3%-45.6pp | 71.5%-36.7pp |
| Annual return | -21.39% | -10.05%-11.3pp | -0.04%-21.3pp | 32.82%-54.2pp |
| Employer contribution / active EE | $483 | $1,910-74.7% | $4,951-90.2% | $2,506-80.7% |
| Participant deferral / active EE | $1,354 | $2,646-48.8% | $5,637-76.0% | $4,310-68.6% |
| Admin fee / account holder | $90 | $154-41.7% | $14,673-99.4% | $188-52.2% |