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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $4,578 |
Service code 15 · EIN 58-1485803 | Recordkeeping | $825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $11,595 | $51,466-77.5% | $78,778-85.3% | $62,293-81.4% |
| Participation rate | 33.3% | 59.8%-26.5pp | 69.2%-35.9pp | 69.5%-36.2pp |
| Annual return | 14.93% | 19.96%-5.0pp | 35.62%-20.7pp | 28.90%-14.0pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,162 | $2,147-45.9% | $2,958-60.7% | $3,169-63.3% |
| Admin fee / account holder | $68 | $489-86.0% | $5,134-98.7% | $479-85.7% |