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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $11,761 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,720 | $54,541-18.0% | $78,778-43.2% | $70,126-36.2% |
| Participation rate | 51.1% | 60.8%-9.7pp | 69.2%-18.1pp | 69.5%-18.5pp |
| Annual return | 9.33% | 21.07%-11.7pp | 35.62%-26.3pp | 73.15%-63.8pp |
| Employer contribution / active EE | $76 | $1,089-93.1% | $1,986-96.2% | $2,343-96.8% |
| Participant deferral / active EE | $1,540 | $2,210-30.3% | $2,958-48.0% | $3,332-53.8% |
| Admin fee / account holder | $135 | $3,709-96.4% | $5,134-97.4% | $4,645-97.1% |