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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE Service code 15 · EIN 39-0989781 | Recordkeeping | $12,821 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,915 | $52,884-62.3% | $84,750-76.5% | $55,167-63.9% |
| Participation rate | 55.0% | 67.5%-12.5pp | 76.6%-21.6pp | 69.0%-14.0pp |
| Annual return | 5.42% | 18.03%-12.6pp | 22.78%-17.4pp | 169.23%-163.8pp |
| Employer contribution / active EE | $635 | $2,233-71.6% | $3,574-82.2% | $1,963-67.6% |
| Participant deferral / active EE | $1,584 | $2,644-40.1% | $3,712-57.3% | $3,054-48.1% |
| Admin fee / account holder | $118 | $581-79.7% | $5,332-97.8% | $504-76.7% |