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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE CO. Service code 15 · EIN 39-0989781 | Recordkeeping | $94,711 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $38,277 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $42,701 | $95,438-55.3% | $135,982-68.6% | $74,473-42.7% |
| Participation rate | 60.2% | 78.2%-18.0pp | 81.9%-21.7pp | 70.7%-10.5pp |
| Annual return | 33.64% | 32.61%+1.0pp | 68.32%-34.7pp | 34.36%-0.7pp |
| Employer contribution / active EE | $1,864 | $3,878-51.9% | $4,859-61.6% | $2,638-29.4% |
| Participant deferral / active EE | $5,882 | $7,790-24.5% | $7,760-24.2% | $4,530+29.8% |
| Admin fee / account holder | $313 | $259+20.7% | $10,767-97.1% | $347-10.0% |