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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,335 |
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.
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 | $31,595 | $46,297-31.8% | $71,671-55.9% | $62,293-49.3% |
| Participation rate | 23.8% | 60.6%-36.9pp | 68.7%-45.0pp | 69.5%-45.7pp |
| Annual return | 19.39% | 22.32%-2.9pp | 20.65%-1.3pp | 28.90%-9.5pp |
| Employer contribution / active EE | $0 | $1,412-100.0% | $2,460-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $804 | $2,235-64.0% | $3,438-76.6% | $3,169-74.6% |
| Admin fee / account holder | $162 | $461-64.7% | $5,558-97.1% | $479-66.1% |