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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $28,978 |
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.
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 | $12,317 | $48,364-74.5% | $71,796-82.8% | $62,881-80.4% |
| Participation rate | 59.4% | 60.6%-1.2pp | 69.1%-9.7pp | 69.3%-9.9pp |
| Annual return | -26.36% | 13.16%-39.5pp | 78.04%-104.4pp | 20.14%-46.5pp |
| Employer contribution / active EE | $738 | $1,042-29.1% | $1,924-61.6% | $2,281-67.6% |
| Participant deferral / active EE | $7,304 | $2,091+249.3% | $2,794+161.4% | $3,203+128.0% |
| Admin fee / account holder | $129 | $3,771-96.6% | $4,815-97.3% | $4,296-97.0% |