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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $19,965 |
Service code 17 4513 LINCOLN AVE, STE 210 · LISLE, IL 60532 | Pension Consulting | $4,459 |
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 | $31,209 | $60,165-48.1% | $74,184-57.9% | $55,167-43.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 6.92% | 10.00%-3.1pp | 17.74%-10.8pp | 169.23%-162.3pp |
| Employer contribution / active EE | $1,876 | $1,600+17.3% | $2,370-20.9% | $1,963-4.4% |
| Participant deferral / active EE | $2,402 | $2,973-19.2% | $3,550-32.3% | $3,054-21.3% |
| Admin fee / account holder | $117 | $419-72.1% | $5,586-97.9% | $504-76.8% |