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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $15,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,855 | $55,453-48.0% | $170,435-83.1% | $62,293-53.7% |
| Participation rate | 61.4% | 66.4%-5.0pp | 83.6%-22.2pp | 69.5%-8.1pp |
| Annual return | 13.85% | 21.38%-7.5pp | 205.94%-192.1pp | 28.90%-15.0pp |
| Employer contribution / active EE | $578 | $2,164-73.3% | $5,432-89.4% | $2,042-71.7% |
| Participant deferral / active EE | $1,357 | $2,303-41.1% | $4,939-72.5% | $3,169-57.2% |
| Admin fee / account holder | $141 | $455-69.1% | $13,881-99.0% | $479-70.6% |