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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 42-1484983 | Recordkeeping | $9,760 |
Filed as: TRANSAMERICA FIN. LIFE INSURANCE CO Service code 15 · EIN 36-6071399 | Recordkeeping | $6,011 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,812 | $45,126-87.1% | $85,187-93.2% | $74,459-92.2% |
| Participation rate | 93.6% | 49.4%+44.2pp | 67.5%+26.0pp | 67.2%+26.3pp |
| Annual return | 76.95% | 26.30%+50.7pp | 66.67%+10.3pp | 1369.70%-1292.7pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,732-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,931 | $2,738+43.5% | $4,525-13.1% | $4,350-9.6% |
| Admin fee / account holder | $68 | $2,212-96.9% | $6,162-98.9% | $1,945-96.5% |