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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 91-0964302 | Recordkeeping | $990 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $775 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,237 | $80,753-77.4% | $136,298-86.6% | $62,293-70.7% |
| Participation rate | 99.1% | 73.5%+25.5pp | 81.9%+17.1pp | 69.5%+29.5pp |
| Annual return | 22.62% | 35.83%-13.2pp | 5156.27%-5133.7pp | 28.90%-6.3pp |
| Employer contribution / active EE | $1,042 | $2,884-63.8% | $4,696-77.8% | $2,042-49.0% |
| Participant deferral / active EE | $8,008 | $5,164+55.1% | $6,247+28.2% | $3,169+152.7% |
| Admin fee / account holder | $11 | $525-98.0% | $9,244-99.9% | $479-97.8% |