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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $31,737 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,954 | $21,965+9.1% | $59,496-59.7% | $59,188-59.5% |
| Participation rate | 13.2% | 32.6%-19.3pp | 54.6%-41.3pp | 69.4%-56.2pp |
| Annual return | -1.56% | 22.15%-23.7pp | 182.05%-183.6pp | 5.51%-7.1pp |
| Employer contribution / active EE | $111 | $316-64.8% | $1,153-90.3% | $2,098-94.7% |
| Participant deferral / active EE | $361 | $732-50.7% | $1,829-80.3% | $3,265-88.9% |
| Admin fee / account holder | $101 | $74+35.4% | $2,232-95.5% | $92+9.3% |