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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $8,704 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,890 | $44,425-71.0% | $67,834-81.0% | $55,167-76.6% |
| Participation rate | 40.5% | 59.7%-19.2pp | 68.8%-28.3pp | 69.0%-28.4pp |
| Annual return | 4.03% | 17.80%-13.8pp | 138.47%-134.4pp | 169.23%-165.2pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,403-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,087 | $2,166-49.8% | $3,160-65.6% | $3,054-64.4% |
| Admin fee / account holder | $63 | $530-88.2% | $4,622-98.6% | $504-87.6% |