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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989871 | Recordkeeping | $4,061 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $2,918 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,104 | $26,549-16.7% | $61,452-64.0% | $66,938-67.0% |
| Participation rate | 8.5% | 38.1%-29.6pp | 52.6%-44.1pp | 69.8%-61.3pp |
| Annual return | -16.61% | -16.21%-0.4pp | 338.96%-355.6pp | 1.58%-18.2pp |
| Employer contribution / active EE | $161 | $651-75.2% | $1,160-86.1% | $2,545-93.7% |
| Participant deferral / active EE | $237 | $1,338-82.3% | $2,125-88.8% | $4,238-94.4% |
| Admin fee / account holder | $258 | $409-36.7% | $2,131-87.9% | $594-56.4% |