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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $8,580 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,120 | $66,319-72.7% | $93,621-80.6% | $65,185-72.2% |
| Participation rate | 18.5% | 74.0%-55.5pp | 75.8%-57.3pp | 70.2%-51.7pp |
| Annual return | 20.90% | 42.59%-21.7pp | 32.76%-11.9pp | 29.38%-8.5pp |
| Employer contribution / active EE | $0 | $2,013-100.0% | $2,719-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $772 | $3,343-76.9% | $4,070-81.0% | $3,514-78.0% |
| Admin fee / account holder | $183 | $6,900-97.4% | $7,890-97.7% | $847-78.5% |