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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 62-1874769 | Recordkeeping | $7,125 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $4,979 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,898 | $63,321-90.7% | $68,803-91.4% | $77,906-92.4% |
| Participation rate | 5.3% | 71.1%-65.8pp | 69.0%-63.7pp | 73.7%-68.4pp |
| Annual return | -16.57% | -6.50%-10.1pp | -6.37%-10.2pp | 12.16%-28.7pp |
| Employer contribution / active EE | $0 | $2,794-100.0% | $2,656-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $109 | $4,029-97.3% | $3,942-97.2% | $4,805-97.7% |
| Admin fee / account holder | $122 | $104+17.3% | $4,936-97.5% | $133-7.8% |