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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $16,444 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,068 | $38,925-45.9% | $73,835-71.5% | $55,191-61.8% |
| Participation rate | 48.7% | 66.0%-17.3pp | 73.4%-24.7pp | 69.2%-20.5pp |
| Annual return | -0.06% | 6.31%-6.4pp | 2268.13%-2268.2pp | 10.78%-10.8pp |
| Employer contribution / active EE | $0 | $1,695-100.0% | $2,788-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,010 | $2,351-57.0% | $3,583-71.8% | $3,046-66.8% |
| Admin fee / account holder | $83 | $83-0.3% | $4,880-98.3% | $91-9.0% |