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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,294 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $1,833 | $38,925-95.3% | $73,836-97.5% | $55,191-96.7% |
| Participation rate | 11.2% | 66.0%-54.8pp | 73.4%-62.2pp | 69.2%-57.9pp |
| Annual return | 0.00% | 6.31%-6.3pp | 2268.06%-2268.1pp | 10.78%-10.8pp |
| Employer contribution / active EE | $225 | $1,695-86.7% | $2,787-91.9% | $1,899-88.1% |
| Participant deferral / active EE | $0 | $2,351-100.0% | $3,583-100.0% | $3,046-100.0% |
| Admin fee / account holder | $22 | $83-73.9% | $4,882-99.6% | $91-76.2% |