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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 51 · EIN 39-0989781 | Investment Mgmt Fees | $8,633 |
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.
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 | $39,468 | $56,443-30.1% | $83,830-52.9% | $55,725-29.2% |
| Participation rate | 12.1% | 72.0%-60.0pp | 76.1%-64.1pp | 70.9%-58.8pp |
| Annual return | -4.66% | 393.67%-398.3pp | 850.97%-855.6pp | 244.93%-249.6pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $3,631-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $329 | $2,965-88.9% | $4,082-91.9% | $3,356-90.2% |
| Admin fee / account holder | $107 | $156-31.8% | $5,479-98.1% | $115-7.5% |