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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 42-1484983 | Recordkeeping | $8,643 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $4,090 |
Annual investment return 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 | $9,190 | $55,470-83.4% | $155,556-94.1% | $74,478-87.7% |
| Participation rate | 72.1% | 61.9%+10.2pp | 78.2%-6.1pp | 67.2%+4.9pp |
| Annual return | 9.08% | 269.80%-260.7pp | 64.84%-55.8pp | 1370.56%-1361.5pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $889 | $2,838-68.7% | $5,631-84.2% | $4,350-79.6% |
| Admin fee / account holder | $83 | $1,744-95.2% | $15,885-99.5% | $1,946-95.7% |