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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,164 |
BENEFITS ADMINISTRATORS, LLC3+ years Service code 15 · EIN 61-1291181 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $21,338 | $66,180-67.8% | $118,746-82.0% | $62,293-65.7% |
| Participation rate | 61.6% | 71.3%-9.7pp | 78.3%-16.7pp | 69.5%-7.9pp |
| Annual return | 17.32% | 60.89%-43.6pp | 24.54%-7.2pp | 28.90%-11.6pp |
| Employer contribution / active EE | $1,048 | $3,183-67.1% | $4,193-75.0% | $2,042-48.7% |
| Participant deferral / active EE | $2,370 | $4,247-44.2% | $5,332-55.6% | $3,169-25.2% |
| Admin fee / account holder | $52 | $753-93.1% | $10,720-99.5% | $479-89.2% |