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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $15,097 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $9,513 | $44,229-78.5% | $155,789-93.9% | $55,191-82.8% |
| Participation rate | 77.5% | 60.8%+16.7pp | 76.1%+1.4pp | 69.2%+8.4pp |
| Annual return | 0.14% | 0.37%-0.2pp | 71.54%-71.4pp | 10.78%-10.6pp |
| Employer contribution / active EE | $175 | $1,317-86.7% | $3,839-95.4% | $1,899-90.8% |
| Participant deferral / active EE | $1,126 | $2,851-60.5% | $4,798-76.5% | $3,046-63.1% |
| Admin fee / account holder | $37 | $86-57.3% | $7,477-99.5% | $91-59.4% |