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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $15,240 |
Service code 21 · EIN 66-0561870 | Bank Trustee | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,345 | $57,108-55.6% | $94,228-73.1% | $52,331-51.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | -0.50% | 1.47%-2.0pp | 10.68%-11.2pp | 4.54%-5.0pp |
| Employer contribution / active EE | $649 | $1,735-62.6% | $3,587-81.9% | $1,882-65.5% |
| Participant deferral / active EE | $1,823 | $3,040-40.0% | $4,320-57.8% | $3,022-39.7% |
| Admin fee / account holder | $135 | $546-75.4% | $6,269-97.9% | $592-77.2% |