Filed March 27, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 51-0120742 | Other Services | $18,460 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $960 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $821 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,238 | $50,637-58.1% | $86,582-75.5% | $62,293-65.9% |
| Participation rate | 48.0% | 67.9%-19.9pp | 73.5%-25.5pp | 69.5%-21.5pp |
| Annual return | 13.08% | 20.80%-7.7pp | 965.08%-952.0pp | 28.90%-15.8pp |
| Employer contribution / active EE | $599 | $2,075-71.2% | $2,839-78.9% | $2,042-70.7% |
| Participant deferral / active EE | $851 | $2,611-67.4% | $3,609-76.4% | $3,169-73.2% |
| Admin fee / account holder | $14 | $413-96.5% | $4,904-99.7% | $479-97.0% |