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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $13,580 |
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.
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 | $21,273 | $47,456-55.2% | $172,755-87.7% | $77,775-72.6% |
| Participation rate | 29.4% | 66.3%-36.9pp | 82.6%-53.2pp | 73.2%-43.8pp |
| Annual return | 19.85% | 35.57%-15.7pp | 802.94%-783.1pp | 32.58%-12.7pp |
| Employer contribution / active EE | $213 | $1,574-86.5% | $5,144-95.9% | $2,504-91.5% |
| Participant deferral / active EE | $565 | $2,560-77.9% | $5,198-89.1% | $3,966-85.8% |
| Admin fee / account holder | $11 | $81-86.8% | $13,955-99.9% | $100-89.3% |