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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 | $21,404 |
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 | $28,748 | $62,267-53.8% | $110,243-73.9% | $55,725-48.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 79.8%+20.2pp | 70.9%+29.1pp |
| Annual return | -5.80% | -1.07%-4.7pp | 314.76%-320.6pp | 244.93%-250.7pp |
| Employer contribution / active EE | $1,148 | $1,941-40.9% | $3,827-70.0% | $2,078-44.7% |
| Participant deferral / active EE | $1,691 | $3,516-51.9% | $4,672-63.8% | $3,356-49.6% |
| Admin fee / account holder | $94 | $121-22.6% | $8,548-98.9% | $115-18.7% |