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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $14,861 |
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 | $28,572 | $44,425-35.7% | $67,834-57.9% | $55,167-48.2% |
| Participation rate | 84.8% | 59.7%+25.1pp | 68.8%+16.0pp | 69.0%+15.8pp |
| Annual return | 7.83% | 17.80%-10.0pp | 138.47%-130.6pp | 169.23%-161.4pp |
| Employer contribution / active EE | $428 | $1,351-68.4% | $2,403-82.2% | $1,963-78.2% |
| Participant deferral / active EE | $2,560 | $2,166+18.2% | $3,160-19.0% | $3,054-16.2% |
| Admin fee / account holder | $52 | $530-90.2% | $4,622-98.9% | $504-89.7% |