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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 51 1150 SOUTH OLIVE ST · LOS ANGELES, CA 900152211 | Investment Mgmt Fees | $18,853 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,205 | $57,108-48.9% | $94,229-69.0% | $52,331-44.2% |
| Participation rate | 98.3% | 72.9%+25.4pp | 78.8%+19.5pp | 68.1%+30.2pp |
| Annual return | -1.37% | 1.47%-2.8pp | 10.68%-12.1pp | 4.54%-5.9pp |
| Employer contribution / active EE | $1,154 | $1,735-33.5% | $3,587-67.8% | $1,882-38.7% |
| Participant deferral / active EE | $1,397 | $3,040-54.1% | $4,320-67.7% | $3,022-53.8% |
| Admin fee / account holder | $78 | $546-85.8% | $6,269-98.8% | $592-86.9% |