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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $33,922 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,358 | $48,471-78.6% | $182,558-94.3% | $67,582-84.7% |
| Participation rate | 48.9% | 67.2%-18.3pp | 78.0%-29.1pp | 71.3%-22.4pp |
| Annual return | 19.22% | 31.08%-11.9pp | 148.59%-129.4pp | 378.57%-359.4pp |
| Employer contribution / active EE | $469 | $1,461-67.9% | $4,076-88.5% | $2,148-78.2% |
| Participant deferral / active EE | $1,357 | $3,324-59.2% | $5,526-75.4% | $3,539-61.7% |
| Admin fee / account holder | $68 | $151-55.0% | $8,594-99.2% | $142-52.2% |