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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $16,452 |
Service code 15 · EIN 45-4813650 | Recordkeeping | $13,264 |
Employer 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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,865 | $76,696-87.1% | $96,515-89.8% | $71,511-86.2% |
| Participation rate | 85.7% | 66.6%+19.1pp | 74.3%+11.4pp | 67.9%+17.8pp |
| Annual return | 16.59% | 48.32%-31.7pp | 35.73%-19.1pp | 28.86%-12.3pp |
| Employer contribution / active EE | $172 | $3,032-94.3% | $3,740-95.4% | $2,589-93.4% |
| Participant deferral / active EE | $2,485 | $3,770-34.1% | $4,880-49.1% | $4,291-42.1% |
| Admin fee / account holder | $62 | $2,030-96.9% | $6,735-99.1% | $1,588-96.1% |