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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $14,544 | $56,171-74.1% | $108,745-86.6% | $55,167-73.6% |
| Participation rate | 49.2% | 70.7%-21.5pp | 77.7%-28.5pp | 69.0%-19.8pp |
| Annual return | 4.99% | 214.86%-209.9pp | 46.22%-41.2pp | 169.23%-164.2pp |
| Employer contribution / active EE | $947 | $2,153-56.0% | $3,323-71.5% | $1,963-51.7% |
| Participant deferral / active EE | $1,658 | $3,437-51.8% | $5,121-67.6% | $3,054-45.7% |
| Admin fee / account holder | $139 | $302-53.8% | $6,144-97.7% | $504-72.4% |