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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $5,224 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,409 | $42,548-2.7% | $74,551-44.5% | $56,289-26.4% |
| Participation rate | 37.7% | 60.5%-22.8pp | 69.1%-31.5pp | 69.9%-32.2pp |
| Annual return | -8.50% | 12.40%-20.9pp | 32.53%-41.0pp | -9.96%+1.5pp |
| Employer contribution / active EE | $262 | $855-69.3% | $1,961-86.6% | $2,111-87.6% |
| Participant deferral / active EE | $1,676 | $2,277-26.4% | $3,108-46.1% | $3,350-50.0% |
| Admin fee / account holder | $68 | $467-85.5% | $5,059-98.7% | $521-87.0% |