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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $18,971 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $26,750 | $48,313-44.6% | $73,309-63.5% | $52,331-48.9% |
| Participation rate | 54.9% | 68.6%-13.7pp | 74.9%-20.0pp | 68.1%-13.2pp |
| Annual return | -1.02% | 3.85%-4.9pp | 5.67%-6.7pp | 4.54%-5.6pp |
| Employer contribution / active EE | $845 | $1,661-49.2% | $3,237-73.9% | $1,882-55.1% |
| Participant deferral / active EE | $1,537 | $4,189-63.3% | $4,991-69.2% | $3,022-49.1% |
| Admin fee / account holder | $193 | $404-52.1% | $5,635-96.6% | $592-67.3% |