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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 62-1874769 | Recordkeeping | $7,667 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $5,564 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,818 | $73,863-93.5% | $143,797-96.6% | $68,490-93.0% |
| Participation rate | 94.9% | 66.7%+28.2pp | 80.3%+14.6pp | 67.9%+27.0pp |
| Annual return | -18.21% | 0.91%-19.1pp | -0.04%-18.2pp | -7.85%-10.4pp |
| Employer contribution / active EE | $1,180 | $3,185-63.0% | $4,952-76.2% | $2,597-54.6% |
| Participant deferral / active EE | $1,507 | $3,385-55.5% | $5,638-73.3% | $4,028-62.6% |
| Admin fee / account holder | $80 | $5,756-98.6% | $14,679-99.5% | $5,403-98.5% |