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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $10,816 |
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.
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,983 | $46,732-8.0% | $156,549-72.5% | $55,167-22.1% |
| Participation rate | 31.0% | 65.8%-34.8pp | 84.0%-53.0pp | 69.0%-38.0pp |
| Annual return | -0.69% | 17.72%-18.4pp | 32.23%-32.9pp | 169.23%-169.9pp |
| Employer contribution / active EE | $339 | $2,105-83.9% | $5,501-93.8% | $1,963-82.7% |
| Participant deferral / active EE | $533 | $2,204-75.8% | $4,871-89.1% | $3,054-82.6% |
| Admin fee / account holder | $321 | $418-23.3% | $13,027-97.5% | $504-36.3% |