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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $12,644 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $10,968 |
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 | $9,492 | $55,470-82.9% | $155,556-93.9% | $74,478-87.3% |
| Participation rate | 89.1% | 61.9%+27.2pp | 78.2%+10.8pp | 67.2%+21.8pp |
| Annual return | 11.85% | 269.80%-258.0pp | 64.84%-53.0pp | 1370.56%-1358.7pp |
| Employer contribution / active EE | $1,262 | $2,267-44.3% | $4,675-73.0% | $2,626-52.0% |
| Participant deferral / active EE | $1,822 | $2,838-35.8% | $5,631-67.6% | $4,350-58.1% |
| Admin fee / account holder | $132 | $1,744-92.4% | $15,885-99.2% | $1,946-93.2% |