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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE CO. Service code 15 · EIN 39-0989781 | Recordkeeping | $14,198 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,635 | $55,453-52.0% | $170,435-84.4% | $62,293-57.2% |
| Participation rate | 35.4% | 66.4%-31.0pp | 83.6%-48.2pp | 69.5%-34.1pp |
| Annual return | 13.16% | 21.38%-8.2pp | 205.94%-192.8pp | 28.90%-15.7pp |
| Employer contribution / active EE | $691 | $2,164-68.1% | $5,432-87.3% | $2,042-66.2% |
| Participant deferral / active EE | $300 | $2,303-87.0% | $4,939-93.9% | $3,169-90.5% |
| Admin fee / account holder | $113 | $455-75.3% | $13,881-99.2% | $479-76.5% |