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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $11,176 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,442 | $60,165-81.0% | $74,184-84.6% | $55,167-79.3% |
| Participation rate | 54.4% | 74.2%-19.7pp | 76.6%-22.2pp | 69.0%-14.6pp |
| Annual return | 7.70% | 10.00%-2.3pp | 17.74%-10.0pp | 169.23%-161.5pp |
| Employer contribution / active EE | $454 | $1,600-71.6% | $2,370-80.9% | $1,963-76.9% |
| Participant deferral / active EE | $1,094 | $2,973-63.2% | $3,550-69.2% | $3,054-64.2% |
| Admin fee / account holder | $78 | $419-81.4% | $5,586-98.6% | $504-84.5% |