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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $18,596 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,972 | $42,810-76.7% | $169,452-94.1% | $55,725-82.1% |
| Participation rate | 43.9% | 64.7%-20.9pp | 77.8%-33.9pp | 70.9%-27.0pp |
| Annual return | -6.24% | -3.61%-2.6pp | 1.83%-8.1pp | 244.93%-251.2pp |
| Employer contribution / active EE | $896 | $1,402-36.1% | $4,157-78.4% | $2,078-56.9% |
| Participant deferral / active EE | $1,694 | $3,141-46.1% | $5,277-67.9% | $3,356-49.5% |
| Admin fee / account holder | $72 | $106-32.6% | $9,110-99.2% | $115-37.6% |