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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 51 · EIN 39-0989781 | Investment Mgmt Fees | $11,934 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,328 | $106,236-64.9% | $112,258-66.7% | $64,814-42.4% |
| Participation rate | 9.8% | 71.7%-61.9pp | 75.1%-65.3pp | 71.5%-61.7pp |
| Annual return | -13.86% | -6.02%-7.8pp | 27.47%-41.3pp | 32.84%-46.7pp |
| Employer contribution / active EE | $371 | $3,166-88.3% | $3,636-89.8% | $2,507-85.2% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $264 | $452-41.6% | $6,411-95.9% | $188+40.3% |