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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3646501 | Recordkeeping | $0 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 36-6071399 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $37,883 | $39,162-3.3% | $100,671-62.4% | $59,632-36.5% |
| Participation rate | 65.8% | 55.9%+10.0pp | 70.7%-4.9pp | 68.7%-2.8pp |
| Annual return | -4.16% | 21.07%-25.2pp | 20.43%-24.6pp | 2041.32%-2045.5pp |
| Employer contribution / active EE | $3,775 | $1,151+228.1% | $4,012-5.9% | $2,203+71.4% |
| Participant deferral / active EE | $7,219 | $1,992+262.4% | $3,144+129.7% | $3,192+126.2% |
| Admin fee / account holder | $75 | $2,969-97.5% | $4,850-98.5% | $4,297-98.3% |