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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $11,088 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $9,799 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,204 | $91,710-83.4% | $67,560-77.5% | $77,762-80.4% |
| Participation rate | 10.7% | 76.0%-65.3pp | 72.9%-62.2pp | 70.6%-59.9pp |
| Annual return | 17.67% | 14.88%+2.8pp | 3533.50%-3515.8pp | 31.27%-13.6pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,737-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $289 | $3,911-92.6% | $4,004-92.8% | $4,651-93.8% |
| Admin fee / account holder | $150 | $245-38.7% | $3,994-96.2% | $433-65.3% |