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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $12,952 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $36,469 | $64,909-43.8% | $82,313-55.7% | $62,293-41.5% |
| Participation rate | 77.0% | 74.9%+2.1pp | 76.9%+0.1pp | 69.5%+7.5pp |
| Annual return | 17.17% | 21.18%-4.0pp | 25.88%-8.7pp | 28.90%-11.7pp |
| Employer contribution / active EE | $854 | $1,676-49.0% | $2,428-64.8% | $2,042-58.2% |
| Participant deferral / active EE | $2,393 | $3,103-22.9% | $3,706-35.4% | $3,169-24.5% |
| Admin fee / account holder | $102 | $440-76.8% | $5,608-98.2% | $479-78.7% |