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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $16,055 |
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 | $18,914 | $65,118-71.0% | $76,768-75.4% | $55,725-66.1% |
| Participation rate | 31.3% | 79.6%-48.3pp | 77.0%-45.7pp | 70.9%-39.6pp |
| Annual return | -5.81% | -1.27%-4.5pp | 2.43%-8.2pp | 244.93%-250.7pp |
| Employer contribution / active EE | $732 | $1,941-62.3% | $2,485-70.6% | $2,078-64.8% |
| Participant deferral / active EE | $1,176 | $3,688-68.1% | $3,852-69.5% | $3,356-64.9% |
| Admin fee / account holder | $44 | $116-61.9% | $6,675-99.3% | $115-61.7% |