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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $13,113 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,688 | $48,313-17.9% | $73,307-45.9% | $52,331-24.2% |
| Participation rate | 50.4% | 68.6%-18.1pp | 74.9%-24.5pp | 68.1%-17.7pp |
| Annual return | 0.54% | 3.85%-3.3pp | 5.67%-5.1pp | 4.54%-4.0pp |
| Employer contribution / active EE | $0 | $1,661-100.0% | $3,237-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,318 | $4,189-68.5% | $4,991-73.6% | $3,022-56.4% |
| Admin fee / account holder | $164 | $404-59.4% | $5,637-97.1% | $592-72.3% |