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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $10,740 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,776 | $65,041-78.8% | $90,965-84.9% | $79,858-82.7% |
| Participation rate | 79.3% | 61.6%+17.7pp | 69.0%+10.3pp | 69.6%+9.7pp |
| Annual return | 21.40% | 30.45%-9.0pp | 134.57%-113.2pp | 31.72%-10.3pp |
| Employer contribution / active EE | $423 | $1,247-66.1% | $2,122-80.1% | $2,471-82.9% |
| Participant deferral / active EE | $3,324 | $2,512+32.3% | $3,373-1.4% | $3,740-11.1% |
| Admin fee / account holder | $49 | $4,536-98.9% | $5,960-99.2% | $5,306-99.1% |