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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $13,632 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $10,170 |
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 | $18,287 | $49,897-63.4% | $80,648-77.3% | $75,177-75.7% |
| Participation rate | 86.4% | 55.3%+31.1pp | 67.0%+19.4pp | 67.2%+19.2pp |
| Annual return | 13.38% | 34.68%-21.3pp | 937.21%-923.8pp | 160.75%-147.4pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,538 | $2,992-48.6% | $4,443-65.4% | $4,126-62.7% |
| Admin fee / account holder | $225 | $3,579-93.7% | $5,382-95.8% | $5,651-96.0% |