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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,855 |
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 | $21,726 | $46,072-52.8% | $69,779-68.9% | $55,167-60.6% |
| Participation rate | 5.9% | 67.5%-61.5pp | 71.8%-65.9pp | 69.0%-63.1pp |
| Annual return | 7.07% | 8.68%-1.6pp | 12.99%-5.9pp | 169.23%-162.2pp |
| Employer contribution / active EE | $0 | $1,500-100.0% | $2,338-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $113 | $2,344-95.2% | $2,931-96.2% | $3,054-96.3% |
| Admin fee / account holder | $265 | $428-38.1% | $4,381-94.0% | $504-47.5% |