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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $12,166 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,626 | $56,197-70.4% | $67,652-75.4% | $59,633-72.1% |
| Participation rate | 49.4% | 71.5%-22.1pp | 75.7%-26.3pp | 68.7%-19.3pp |
| Annual return | 0.09% | 18508.10%-18508.0pp | 6625.40%-6625.3pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $703 | $2,844-75.3% | $3,560-80.2% | $3,192-78.0% |
| Admin fee / account holder | $145 | $3,958-96.3% | $4,821-97.0% | $4,297-96.6% |