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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $20,942 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $13,613 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,809 | $44,764-69.2% | $68,803-79.9% | $64,824-78.7% |
| Participation rate | 18.6% | 64.8%-46.2pp | 69.0%-50.4pp | 71.5%-52.9pp |
| Annual return | -16.46% | -10.91%-5.6pp | -6.37%-10.1pp | 32.84%-49.3pp |
| Employer contribution / active EE | $0 | $1,775-100.0% | $2,656-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $527 | $3,238-83.7% | $3,942-86.6% | $4,311-87.8% |
| Admin fee / account holder | $207 | $151+36.7% | $4,936-95.8% | $188+10.2% |