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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $13,746 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,049 | $50,898-76.3% | $171,082-93.0% | $55,167-78.2% |
| Participation rate | 58.4% | 63.3%-4.8pp | 76.7%-18.3pp | 69.0%-10.6pp |
| Annual return | 3.23% | 15.34%-12.1pp | 32.56%-29.3pp | 169.23%-166.0pp |
| Employer contribution / active EE | $688 | $1,433-52.0% | $4,002-82.8% | $1,963-65.0% |
| Participant deferral / active EE | $1,142 | $2,994-61.9% | $4,797-76.2% | $3,054-62.6% |
| Admin fee / account holder | $62 | $500-87.7% | $8,520-99.3% | $504-87.8% |