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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE CO. Service code 51 · EIN 39-0989781 | Investment Mgmt Fees | $7,976 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,863 | $46,072-63.4% | $69,779-75.8% | $55,167-69.4% |
| Participation rate | 34.8% | 67.5%-32.6pp | 71.8%-37.0pp | 69.0%-34.2pp |
| Annual return | 5.31% | 8.68%-3.4pp | 12.99%-7.7pp | 169.23%-163.9pp |
| Employer contribution / active EE | $385 | $1,500-74.3% | $2,338-83.5% | $1,963-80.4% |
| Participant deferral / active EE | $200 | $2,344-91.5% | $2,931-93.2% | $3,054-93.5% |
| Admin fee / account holder | $207 | $428-51.5% | $4,381-95.3% | $504-58.8% |