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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 62-1874769 | Recordkeeping | $1,924 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $1,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
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 | $5,283 | $46,332-88.6% | $143,799-96.3% | $64,819-91.9% |
| Participation rate | 3.8% | 64.2%-60.4pp | 80.3%-76.5pp | 71.5%-67.6pp |
| Annual return | 3.30% | -10.05%+13.4pp | -0.04%+3.3pp | 32.84%-29.5pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $177 | $2,647-93.3% | $5,638-96.9% | $4,311-95.9% |
| Admin fee / account holder | $68 | $154-55.8% | $14,677-99.5% | $188-63.8% |