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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 | $22,117 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,963 | $71,192-52.3% | $117,861-71.2% | $62,293-45.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 10.36% | 18.66%-8.3pp | 335.11%-324.7pp | 28.90%-18.5pp |
| Employer contribution / active EE | $1,207 | $1,934-37.6% | $3,786-68.1% | $2,042-40.9% |
| Participant deferral / active EE | $1,639 | $3,189-48.6% | $4,482-63.4% | $3,169-48.3% |
| Admin fee / account holder | $114 | $587-80.7% | $8,021-98.6% | $479-76.3% |