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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $14,652 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,360 | $46,732-17.9% | $156,551-75.5% | $55,167-30.5% |
| Participation rate | 22.5% | 65.8%-43.3pp | 84.0%-61.6pp | 69.0%-46.5pp |
| Annual return | 2.49% | 17.72%-15.2pp | 32.23%-29.7pp | 169.23%-166.7pp |
| Employer contribution / active EE | $459 | $2,105-78.2% | $5,501-91.7% | $1,963-76.6% |
| Participant deferral / active EE | $576 | $2,204-73.8% | $4,871-88.2% | $3,054-81.1% |
| Admin fee / account holder | $407 | $418-2.7% | $13,028-96.9% | $504-19.2% |