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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $22,035 |
ERISA SERVICES, INC.2+ years Service code 15 · EIN 62-1200951 | Recordkeeping | $750 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,729 | $75,183-16.6% | $123,894-49.4% | $55,167+13.7% |
| Participation rate | 47.2% | 72.8%-25.7pp | 81.4%-34.3pp | 69.0%-21.8pp |
| Annual return | 4.75% | 19.01%-14.3pp | 47.52%-42.8pp | 169.23%-164.5pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,218 | $5,084-56.4% | $5,984-62.9% | $3,054-27.4% |
| Admin fee / account holder | $270 | $663-59.2% | $8,357-96.8% | $504-46.4% |