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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $10,310 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $8,648 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,457 | $79,124-84.3% | $60,899-79.5% | $64,814-80.8% |
| Participation rate | 48.5% | 77.7%-29.3pp | 73.1%-24.6pp | 71.5%-23.0pp |
| Annual return | -4.33% | -7.13%+2.8pp | 16.92%-21.3pp | 32.84%-37.2pp |
| Employer contribution / active EE | $1,213 | $3,050-60.2% | $2,702-55.1% | $2,507-51.6% |
| Participant deferral / active EE | $2,098 | $3,725-43.7% | $3,817-45.0% | $4,310-51.3% |
| Admin fee / account holder | $118 | $106+11.5% | $3,225-96.3% | $188-37.3% |