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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,080 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $64,505 | $46,072+40.0% | $69,779-7.6% | $55,167+16.9% |
| Participation rate | 41.0% | 67.5%-26.5pp | 71.8%-30.8pp | 69.0%-28.0pp |
| Annual return | 4.90% | 8.68%-3.8pp | 12.99%-8.1pp | 169.23%-164.3pp |
| Employer contribution / active EE | $1,394 | $1,500-7.1% | $2,338-40.4% | $1,963-29.0% |
| Participant deferral / active EE | $1,901 | $2,344-18.9% | $2,931-35.1% | $3,054-37.8% |
| Admin fee / account holder | $10 | $428-97.7% | $4,381-99.8% | $504-98.0% |