Filed June 29, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,333 |
LPL FINANCIAL1 year Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $34,397 | $42,546-19.2% | $71,796-52.1% | $55,167-37.6% |
| Participation rate | 61.7% | 59.1%+2.6pp | 69.1%-7.4pp | 69.0%-7.3pp |
| Annual return | 11.23% | 12.36%-1.1pp | 78.04%-66.8pp | 169.23%-158.0pp |
| Employer contribution / active EE | $917 | $803+14.1% | $1,924-52.4% | $1,963-53.3% |
| Participant deferral / active EE | $2,894 | $2,064+40.2% | $2,794+3.6% | $3,054-5.3% |
| Admin fee / account holder | $48 | $650-92.7% | $4,815-99.0% | $504-90.6% |