Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,950 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $63,359 | $39,245+61.4% | $64,105-1.2% | $52,331+21.1% |
| Participation rate | 44.4% | 58.2%-13.8pp | 68.2%-23.7pp | 68.1%-23.7pp |
| Annual return | 1.24% | 14.79%-13.5pp | 791.24%-790.0pp | 4.54%-3.3pp |
| Employer contribution / active EE | $596 | $736-19.0% | $1,820-67.2% | $1,882-68.3% |
| Participant deferral / active EE | $1,828 | $1,992-8.2% | $2,822-35.2% | $3,022-39.5% |
| Admin fee / account holder | $21 | $592-96.4% | $4,499-99.5% | $592-96.4% |