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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $16,386 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,477 | $46,297-29.8% | $71,671-54.7% | $62,293-47.9% |
| Participation rate | 85.9% | 60.6%+25.3pp | 68.7%+17.2pp | 69.5%+16.4pp |
| Annual return | 13.53% | 22.32%-8.8pp | 20.65%-7.1pp | 28.90%-15.4pp |
| Employer contribution / active EE | $381 | $1,412-73.0% | $2,460-84.5% | $2,042-81.3% |
| Participant deferral / active EE | $2,529 | $2,235+13.1% | $3,438-26.4% | $3,169-20.2% |
| Admin fee / account holder | $63 | $461-86.4% | $5,558-98.9% | $479-87.0% |