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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $8,931 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $5,234 | $37,044-85.9% | $71,796-92.7% | $57,658-90.9% |
| Participation rate | 91.1% | 61.1%+30.0pp | 69.1%+22.0pp | 70.2%+20.9pp |
| Annual return | 34.32% | 12.64%+21.7pp | 78.04%-43.7pp | 5.13%+29.2pp |
| Employer contribution / active EE | $1,263 | $720+75.4% | $1,924-34.4% | $1,974-36.0% |
| Participant deferral / active EE | $2,403 | $1,974+21.8% | $2,794-14.0% | $3,061-21.5% |
| Admin fee / account holder | $26 | $101-74.6% | $4,815-99.5% | $95-72.8% |