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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 51 · EIN 39-0989781 1150 SOUTH OLIVE ST · LOS ANGELES, CA 900152211 | Investment Mgmt Fees | $15,875 |
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 | $18,835 | $70,002-73.1% | $115,038-83.6% | $52,331-64.0% |
| Participation rate | 49.6% | 72.1%-22.5pp | 81.4%-31.8pp | 68.1%-18.5pp |
| Annual return | 1.81% | 4.04%-2.2pp | 26.14%-24.3pp | 4.54%-2.7pp |
| Employer contribution / active EE | $514 | $2,715-81.1% | $4,608-88.8% | $1,882-72.7% |
| Participant deferral / active EE | $1,426 | $4,920-71.0% | $6,026-76.3% | $3,022-52.8% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |