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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPAN Service code 15 · EIN 39-0989781 | Recordkeeping | $1,829 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,899 | $32,085-78.5% | $40,145,923-100.0% | $57,658-88.0% |
| Participation rate | 2.6% | 66.0%-63.4pp | 68.4%-65.8pp | 70.2%-67.6pp |
| Annual return | 21.08% | 9.60%+11.5pp | 5.24%+15.8pp | 5.13%+15.9pp |
| Employer contribution / active EE | $0 | $1,179-100.0% | $1,844-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $195 | $1,957-90.0% | $2,591-92.5% | $3,061-93.6% |
| Admin fee / account holder | $229 | $75+204.4% | $2,903-92.1% | $95+141.8% |