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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $26,635 |
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 | $25,356 | $26,137-3.0% | $58,561-56.7% | $74,460-65.9% |
| Participation rate | 20.7% | 32.2%-11.4pp | 50.9%-30.1pp | 70.7%-50.0pp |
| Annual return | 17.76% | 32.53%-14.8pp | 4251.33%-4233.6pp | 34.38%-16.6pp |
| Employer contribution / active EE | $441 | $537-17.8% | $1,053-58.1% | $2,638-83.3% |
| Participant deferral / active EE | $1,014 | $1,076-5.7% | $1,923-47.3% | $4,530-77.6% |
| Admin fee / account holder | $178 | $648-72.5% | $2,520-92.9% | $348-48.8% |