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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $16,745 |
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 | $34,043 | $42,396-19.7% | $67,313-49.4% | $56,289-39.5% |
| Participation rate | 86.4% | 61.0%+25.5pp | 69.1%+17.4pp | 69.9%+16.6pp |
| Annual return | -5.65% | -36.63%+31.0pp | -4.08%-1.6pp | -9.96%+4.3pp |
| Employer contribution / active EE | $408 | $1,414-71.2% | $2,566-84.1% | $2,111-80.7% |
| Participant deferral / active EE | $2,730 | $2,360+15.7% | $3,568-23.5% | $3,350-18.5% |
| Admin fee / account holder | $71 | $510-86.0% | $4,507-98.4% | $521-86.3% |