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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $65,954 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
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 | $10,989 | $81,537-86.5% | $149,721-92.7% | $69,631-84.2% |
| Participation rate | 69.6% | 86.1%-16.5pp | 87.1%-17.4pp | 70.7%-1.1pp |
| Annual return | 21.40% | 22.79%-1.4pp | 1501.67%-1480.3pp | 27571.02%-27549.6pp |
| Employer contribution / active EE | $143 | $3,239-95.6% | $5,444-97.4% | $2,032-92.9% |
| Participant deferral / active EE | $3,600 | $4,994-27.9% | $6,568-45.2% | $3,224+11.7% |
| Admin fee / account holder | $58 | $107-45.4% | $11,282-99.5% | $110-47.1% |