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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $9,870 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,686 | $53,128-38.5% | $86,581-62.2% | $70,124-53.4% |
| Participation rate | 15.6% | 65.3%-49.7pp | 73.5%-58.0pp | 69.5%-54.0pp |
| Annual return | 9.06% | 27.66%-18.6pp | 965.06%-956.0pp | 73.14%-64.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $529 | $2,695-80.4% | $3,609-85.3% | $3,332-84.1% |
| Admin fee / account holder | $470 | $3,584-86.9% | $4,904-90.4% | $4,645-89.9% |