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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $4,141 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $66,255 | $63,314+4.6% | $91,004-27.2% | $62,293+6.4% |
| Participation rate | 21.1% | 73.3%-52.3pp | 75.6%-54.6pp | 69.5%-48.5pp |
| Annual return | 16.89% | 21.00%-4.1pp | 4.60%+12.3pp | 28.90%-12.0pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,382 | $2,944-53.0% | $3,548-61.0% | $3,169-56.4% |
| Admin fee / account holder | $104 | $468-77.9% | $5,417-98.1% | $479-78.4% |