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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 8488 SHEPHERD FARM DRIVE · WEST CHESTER, OH 45069 | Recordkeeping | $20,451 |
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.
Annual investment return 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 | $24,023 | $63,346-62.1% | $92,240-74.0% | $70,126-65.7% |
| Participation rate | 41.7% | 68.7%-27.0pp | 76.5%-34.8pp | 69.5%-27.9pp |
| Annual return | 10.94% | 530.19%-519.3pp | 176.29%-165.4pp | 73.15%-62.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,036 | $2,854-63.7% | $3,897-73.4% | $3,332-68.9% |
| Admin fee / account holder | $218 | $3,841-94.3% | $5,194-95.8% | $4,645-95.3% |