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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989871 | Recordkeeping | $2,929 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $1,048 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,552 | $35,986-4.0% | $77,513-55.4% | $73,493-53.0% |
| Participation rate | 8.4% | 40.8%-32.5pp | 54.2%-45.8pp | 70.7%-62.3pp |
| Annual return | 6.88% | 19.26%-12.4pp | 54.81%-47.9pp | 28.51%-21.6pp |
| Employer contribution / active EE | $166 | $557-70.2% | $987-83.1% | $2,270-92.7% |
| Participant deferral / active EE | $276 | $1,198-76.9% | $1,861-85.1% | $3,740-92.6% |
| Admin fee / account holder | $189 | $466-59.4% | $2,859-93.4% | $513-63.1% |