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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,696 |
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.
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 | $10,013 | $53,412-81.3% | $68,509-85.4% | $52,331-80.9% |
| Participation rate | 20.0% | 71.7%-51.7pp | 74.7%-54.7pp | 68.1%-48.1pp |
| Annual return | -1.18% | 3.42%-4.6pp | 8.27%-9.5pp | 4.54%-5.7pp |
| Employer contribution / active EE | $0 | $1,607-100.0% | $2,278-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $478 | $2,688-82.2% | $3,382-85.9% | $3,022-84.2% |
| Admin fee / account holder | $139 | $461-69.9% | $5,275-97.4% | $592-76.5% |