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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 51 · EIN 39-0989781 | Investment Mgmt Fees | $8,221 |
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 | $53,983 | $91,517-41.0% | $101,271-46.7% | $73,412-26.5% |
| Participation rate | 9.4% | 73.8%-64.4pp | 75.8%-66.4pp | 72.2%-62.8pp |
| Annual return | 11.09% | 17.17%-6.1pp | 46.48%-35.4pp | 59.30%-48.2pp |
| Employer contribution / active EE | $0 | $2,877-100.0% | $3,660-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $355 | $3,338-89.4% | $4,371-91.9% | $3,806-90.7% |
| Admin fee / account holder | $125 | $216-42.3% | $5,948-97.9% | $158-21.1% |