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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $14,940 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,404 | $69,305-60.5% | $82,312-66.7% | $69,631-60.6% |
| Participation rate | 30.4% | 80.3%-49.8pp | 76.9%-46.5pp | 70.7%-40.3pp |
| Annual return | 15.68% | 21.47%-5.8pp | 25.88%-10.2pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $683 | $1,887-63.8% | $2,428-71.9% | $2,032-66.4% |
| Participant deferral / active EE | $1,039 | $3,568-70.9% | $3,706-72.0% | $3,224-67.8% |
| Admin fee / account holder | $51 | $97-48.0% | $5,608-99.1% | $110-54.2% |