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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $18,390 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,602 | $54,320-51.0% | $67,652-60.7% | $52,331-49.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | -2.00% | 6.81%-8.8pp | 6625.40%-6627.4pp | 4.54%-6.5pp |
| Employer contribution / active EE | $2,057 | $1,544+33.2% | $2,266-9.2% | $1,882+9.3% |
| Participant deferral / active EE | $2,865 | $2,950-2.9% | $3,560-19.5% | $3,022-5.2% |
| Admin fee / account holder | $88 | $527-83.2% | $4,821-98.2% | $592-85.1% |