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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $36,344 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,507 | $23,119-71.9% | $71,086-90.8% | $75,289-91.4% |
| Participation rate | 65.3% | 36.3%+28.9pp | 54.7%+10.6pp | 72.4%-7.2pp |
| Annual return | -8.62% | -3.32%-5.3pp | 650.59%-659.2pp | -0.04%-8.6pp |
| Employer contribution / active EE | $0 | $399-100.0% | $1,088-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,319 | $960+37.4% | $1,874-29.6% | $3,739-64.7% |
| Admin fee / account holder | $32 | $89-64.8% | $3,082-99.0% | $102-69.2% |