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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $10,097 |
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).
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 | $32,324 | $27,330+18.3% | $67,704-52.3% | $55,191-41.4% |
| Participation rate | 9.0% | 47.5%-38.6pp | 67.5%-58.5pp | 69.2%-60.2pp |
| Annual return | -0.68% | 8.81%-9.5pp | 25.41%-26.1pp | 10.78%-11.5pp |
| Employer contribution / active EE | $197 | $855-76.9% | $2,559-92.3% | $1,899-89.6% |
| Participant deferral / active EE | $399 | $1,709-76.6% | $3,585-88.9% | $3,046-86.9% |
| Admin fee / account holder | $210 | $109+91.9% | $4,255-95.1% | $91+131.0% |