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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $17,772 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,265 | $52,639-59.6% | $185,117-88.5% | $62,293-65.9% |
| Participation rate | 61.2% | 63.9%-2.7pp | 77.3%-16.1pp | 69.5%-8.4pp |
| Annual return | 17.15% | 19.57%-2.4pp | 40.50%-23.3pp | 28.90%-11.7pp |
| Employer contribution / active EE | $249 | $1,483-83.2% | $4,182-94.0% | $2,042-87.8% |
| Participant deferral / active EE | $1,159 | $3,097-62.6% | $5,045-77.0% | $3,169-63.4% |
| Admin fee / account holder | $222 | $374-40.5% | $8,159-97.3% | $479-53.7% |