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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $9,897 |
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 | $16,364 | $59,186-72.4% | $76,768-78.7% | $56,287-70.9% |
| Participation rate | 24.1% | 75.2%-51.1pp | 77.0%-52.9pp | 69.9%-45.7pp |
| Annual return | -3.48% | 6.62%-10.1pp | 2.43%-5.9pp | -9.96%+6.5pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $257 | $3,255-92.1% | $3,852-93.3% | $3,350-92.3% |
| Admin fee / account holder | $141 | $489-71.1% | $6,675-97.9% | $521-72.9% |