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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $21,326 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,209 | $25,165-51.5% | $73,545-83.4% | $77,958-84.3% |
| Participation rate | 15.4% | 36.6%-21.3pp | 54.9%-39.6pp | 71.6%-56.3pp |
| Annual return | 20.07% | 18.12%+1.9pp | -15.16%+35.2pp | 20.87%-0.8pp |
| Employer contribution / active EE | $13 | $395-96.8% | $1,219-99.0% | $2,310-99.4% |
| Participant deferral / active EE | $397 | $898-55.8% | $1,806-78.0% | $3,537-88.8% |
| Admin fee / account holder | $57 | $76-24.1% | $2,320-97.5% | $97-41.0% |