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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $31,629 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,856 | $29,546-5.7% | $56,441-50.6% | $77,671-64.1% |
| Participation rate | 17.8% | 32.7%-14.9pp | 52.5%-34.7pp | 70.6%-52.8pp |
| Annual return | 11.40% | 19.01%-7.6pp | 1704.21%-1692.8pp | 31.21%-19.8pp |
| Employer contribution / active EE | $464 | $568-18.3% | $1,039-55.3% | $2,726-83.0% |
| Participant deferral / active EE | $899 | $1,061-15.3% | $1,953-54.0% | $4,648-80.7% |
| Admin fee / account holder | $218 | $1,046-79.2% | $2,829-92.3% | $430-49.5% |