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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,841 | $65,072-14.2% | $66,439-16.0% | $65,306-14.5% |
| Participation rate | 56.2% | 69.1%-12.9pp | 74.5%-18.3pp | 57.7%-1.5pp |
| Annual return | 9.60% | 21.50%-11.9pp | 757.66%-748.1pp | 21.94%-12.3pp |
| Employer contribution / active EE | $879 | $2,475-64.5% | $2,637-66.7% | $1,967-55.3% |
| Participant deferral / active EE | $1,193 | $3,234-63.1% | $3,876-69.2% | $2,959-59.7% |
| Admin fee / account holder | $52 | $1,323-96.1% | $6,173-99.2% | $3,480-98.5% |