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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $16,334 |
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.)
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 | $21,175 | $47,977-55.9% | $154,108-86.3% | $56,289-62.4% |
| Participation rate | 28.8% | 66.2%-37.4pp | 83.0%-54.3pp | 69.9%-41.1pp |
| Annual return | 1.81% | 3.54%-1.7pp | 735.21%-733.4pp | -9.96%+11.8pp |
| Employer contribution / active EE | $517 | $2,169-76.2% | $5,298-90.2% | $2,111-75.5% |
| Participant deferral / active EE | $636 | $2,392-73.4% | $5,081-87.5% | $3,350-81.0% |
| Admin fee / account holder | $314 | $438-28.3% | $13,411-97.7% | $521-39.7% |