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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $20,511 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,736 | $55,449-51.8% | $83,830-68.1% | $56,287-52.5% |
| Participation rate | 76.1% | 68.0%+8.1pp | 76.1%0pp | 69.9%+6.3pp |
| Annual return | -6.39% | -1.38%-5.0pp | 850.97%-857.4pp | -9.96%+3.6pp |
| Employer contribution / active EE | $1,066 | $2,430-56.1% | $3,631-70.6% | $2,111-49.5% |
| Participant deferral / active EE | $1,785 | $2,935-39.2% | $4,082-56.3% | $3,350-46.7% |
| Admin fee / account holder | $169 | $656-74.2% | $5,479-96.9% | $521-67.5% |