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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $21,457 |
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 | $12,272 | $64,286-80.9% | $90,965-86.5% | $73,412-83.3% |
| Participation rate | 85.5% | 63.6%+21.9pp | 69.0%+16.5pp | 72.2%+13.3pp |
| Annual return | 13.79% | 21.46%-7.7pp | 134.57%-120.8pp | 59.30%-45.5pp |
| Employer contribution / active EE | $440 | $895-50.9% | $2,122-79.3% | $2,234-80.3% |
| Participant deferral / active EE | $2,609 | $2,453+6.3% | $3,373-22.7% | $3,806-31.5% |
| Admin fee / account holder | $26 | $287-91.1% | $5,960-99.6% | $158-83.8% |