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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $20,186 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,192 | $40,113+25.1% | $84,023-40.3% | $77,775-35.5% |
| Participation rate | 30.6% | 62.8%-32.2pp | 69.0%-38.4pp | 73.2%-42.6pp |
| Annual return | 22.33% | 23.27%-0.9pp | 71.32%-49.0pp | 32.58%-10.2pp |
| Employer contribution / active EE | $52 | $847-93.8% | $1,984-97.4% | $2,504-97.9% |
| Participant deferral / active EE | $1,852 | $2,030-8.8% | $3,239-42.8% | $3,966-53.3% |
| Admin fee / account holder | $24 | $92-73.5% | $6,102-99.6% | $100-75.8% |