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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $36,410 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,387 | $63,314-50.4% | $91,004-65.5% | $62,293-49.6% |
| Participation rate | 62.2% | 73.3%-11.2pp | 75.6%-13.4pp | 69.5%-7.4pp |
| Annual return | 14.80% | 21.00%-6.2pp | 4.60%+10.2pp | 28.90%-14.1pp |
| Employer contribution / active EE | $1,255 | $1,807-30.6% | $2,456-48.9% | $2,042-38.5% |
| Participant deferral / active EE | $1,889 | $2,944-35.8% | $3,548-46.8% | $3,169-40.4% |
| Admin fee / account holder | $260 | $468-44.3% | $5,417-95.2% | $479-45.7% |