Filed August 28, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $46,975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,846 | $26,810+7.6% | $76,523-62.3% | $73,367-60.7% |
| Participation rate | 13.9% | 34.6%-20.7pp | 68.0%-54.1pp | 69.5%-55.6pp |
| Annual return | -15.22% | 17.04%-32.3pp | -0.27%-15.0pp | 173.45%-188.7pp |
| Employer contribution / active EE | $311 | $503-38.1% | $2,647-88.2% | $2,499-87.5% |
| Participant deferral / active EE | $783 | $1,312-40.3% | $3,835-79.6% | $4,033-80.6% |
| Admin fee / account holder | $16 | $71-78.0% | $4,848-99.7% | $68-77.3% |