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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $13,770 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $10,350 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,307 | $57,073-71.4% | $85,126-80.8% | $80,925-79.8% |
| Participation rate | 86.8% | 56.4%+30.4pp | 67.5%+19.3pp | 67.7%+19.2pp |
| Annual return | 7.16% | 21.69%-14.5pp | 66.63%-59.5pp | 35.65%-28.5pp |
| Employer contribution / active EE | $878 | $1,801-51.2% | $2,731-67.9% | $2,756-68.1% |
| Participant deferral / active EE | $3,983 | $3,113+27.9% | $4,523-12.0% | $4,299-7.4% |
| Admin fee / account holder | $201 | $4,988-96.0% | $6,160-96.7% | $6,940-97.1% |