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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $10,014 |
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 | $18,946 | $30,107-37.1% | $61,501-69.2% | $64,824-70.8% |
| Participation rate | 20.3% | 36.4%-16.1pp | 52.6%-32.3pp | 71.5%-51.2pp |
| Annual return | 0.00% | -13.99%+14.0pp | 339.04%-339.0pp | 32.84%-32.8pp |
| Employer contribution / active EE | $322 | $537-39.9% | $1,160-72.2% | $2,507-87.1% |
| Participant deferral / active EE | $681 | $1,126-39.5% | $2,125-67.9% | $4,311-84.2% |
| Admin fee / account holder | $69 | $148-53.3% | $2,132-96.7% | $188-63.1% |