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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE Service code 15 · EIN 39-0989781 | Recordkeeping | $16,330 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $205,211 | $55,449+270.1% | $83,848+144.7% | $56,287+264.6% |
| Participation rate | 0.0% | 68.0%-68.0pp | 76.1%-76.1pp | 69.9%-69.9pp |
| Annual return | -6.33% | -1.38%-4.9pp | 850.88%-857.2pp | -9.96%+3.6pp |
| Employer contribution / active EE | $704 | $2,430-71.0% | $3,631-80.6% | $2,111-66.6% |
| Participant deferral / active EE | $1,934 | $2,935-34.1% | $4,082-52.6% | $3,350-42.3% |
| Admin fee / account holder | $1,166 | $656+77.7% | $5,478-78.7% | $521+123.8% |