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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $55,636 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,901 | $45,031-18.1% | $84,966-56.6% | $77,643-52.5% |
| Participation rate | 35.5% | 48.7%-13.2pp | 67.5%-32.0pp | 70.6%-35.0pp |
| Annual return | -13.57% | 79.22%-92.8pp | 66.38%-80.0pp | 31.24%-44.8pp |
| Employer contribution / active EE | $975 | $1,609-39.4% | $2,727-64.3% | $2,726-64.2% |
| Participant deferral / active EE | $2,706 | $2,807-3.6% | $4,519-40.1% | $4,647-41.8% |
| Admin fee / account holder | $205 | $912-77.5% | $6,149-96.7% | $430-52.3% |