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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $2,272 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $654 | $46,732-98.6% | $156,551-99.6% | $55,167-98.8% |
| Participation rate | 50.8% | 65.8%-15.0pp | 84.0%-33.2pp | 69.0%-18.2pp |
| Annual return | 0.00% | 17.72%-17.7pp | 32.23%-32.2pp | 169.23%-169.2pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $304 | $2,204-86.2% | $4,871-93.8% | $3,054-90.0% |
| Admin fee / account holder | $13 | $418-96.9% | $13,028-99.9% | $504-97.4% |