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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $19,179 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,394 | $42,546+53.7% | $71,796-8.9% | $55,167+18.5% |
| Participation rate | 37.7% | 59.1%-21.4pp | 69.1%-31.4pp | 69.0%-31.3pp |
| Annual return | 4.98% | 12.36%-7.4pp | 78.04%-73.1pp | 169.23%-164.3pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,850 | $2,064-10.4% | $2,794-33.8% | $3,054-39.4% |
| Admin fee / account holder | $325 | $650-50.0% | $4,815-93.2% | $504-35.5% |