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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $1,456 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $31,076 | $49,138-36.8% | $84,021-63.0% | $65,185-52.3% |
| Participation rate | 52.1% | 60.7%-8.6pp | 69.0%-16.9pp | 70.2%-18.1pp |
| Annual return | 17.94% | 23.00%-5.1pp | 71.32%-53.4pp | 29.38%-11.4pp |
| Employer contribution / active EE | $283 | $914-69.0% | $1,984-85.7% | $2,177-87.0% |
| Participant deferral / active EE | $1,752 | $2,397-26.9% | $3,239-45.9% | $3,514-50.1% |
| Admin fee / account holder | $38 | $543-92.9% | $6,102-99.4% | $847-95.5% |