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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $9,501 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,769 | $83,485-44.0% | $125,195-62.6% | $72,976-35.9% |
| Participation rate | 32.1% | 73.3%-41.2pp | 79.8%-47.7pp | 69.5%-37.4pp |
| Annual return | 0.00% | 25.77%-25.8pp | 43.79%-43.8pp | 81.02%-81.0pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $928 | $3,586-74.1% | $4,937-81.2% | $3,608-74.3% |
| Admin fee / account holder | $269 | $5,518-95.1% | $9,704-97.2% | $5,124-94.7% |