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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $10,817 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $8,765 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,182 | $47,766-72.4% | $82,744-84.1% | $64,819-79.7% |
| Participation rate | 9.8% | 67.7%-57.9pp | 72.6%-62.8pp | 71.5%-61.7pp |
| Annual return | -18.70% | -13.06%-5.6pp | 702.22%-720.9pp | 32.84%-51.5pp |
| Employer contribution / active EE | $410 | $2,182-81.2% | $3,008-86.4% | $2,507-83.7% |
| Participant deferral / active EE | $0 | $3,332-100.0% | $4,395-100.0% | $4,311-100.0% |
| Admin fee / account holder | $165 | $143+15.1% | $5,325-96.9% | $188-12.4% |