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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,457 |
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.
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 | $25,931 | $33,826-23.3% | $88,538-70.7% | $67,579-61.6% |
| Participation rate | 11.3% | 64.6%-53.3pp | 68.7%-57.4pp | 71.3%-60.0pp |
| Annual return | 46.41% | 68.24%-21.8pp | 43.64%+2.8pp | 378.56%-332.2pp |
| Employer contribution / active EE | $0 | $1,232-100.0% | $2,098-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $694 | $2,089-66.8% | $2,914-76.2% | $3,539-80.4% |
| Admin fee / account holder | $147 | $134+10.3% | $4,310-96.6% | $142+3.7% |