Filed September 21, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $18,424 |
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 | $59,102 | $36,767+60.7% | $81,473-27.5% | $62,293-5.1% |
| Participation rate | 91.5% | 54.4%+37.1pp | 68.0%+23.6pp | 69.5%+22.0pp |
| Annual return | 10.15% | 173.80%-163.6pp | 38.78%-28.6pp | 28.90%-18.7pp |
| Employer contribution / active EE | $2,979 | $1,128+164.0% | $2,568+16.0% | $2,042+45.9% |
| Participant deferral / active EE | $2,688 | $2,111+27.4% | $3,537-24.0% | $3,169-15.2% |
| Admin fee / account holder | $171 | $797-78.6% | $4,561-96.3% | $479-64.4% |