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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $48,499 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $25,044 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $64,408 | $49,471+30.2% | $79,583-19.1% | $66,949-3.8% |
| Participation rate | 63.3% | 61.4%+2.0pp | 69.5%-6.2pp | 69.8%-6.5pp |
| Annual return | -4.19% | 84.30%-88.5pp | 0.16%-4.4pp | 1.57%-5.8pp |
| Employer contribution / active EE | $652 | $1,266-48.5% | $2,414-73.0% | $2,545-74.4% |
| Participant deferral / active EE | $4,848 | $3,160+53.4% | $3,986+21.6% | $4,239+14.4% |
| Admin fee / account holder | $623 | $595+4.8% | $6,835-90.9% | $594+5.0% |