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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,986 |
Service code 15 · EIN 93-1327877 | Recordkeeping | $1,805 |
Annual investment return 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,157 | $66,302-80.2% | $110,241-88.1% | $56,287-76.6% |
| Participation rate | 99.1% | 74.9%+24.1pp | 79.8%+19.2pp | 69.9%+29.2pp |
| Annual return | -9.89% | -1.18%-8.7pp | 314.75%-324.6pp | -9.96%+0.1pp |
| Employer contribution / active EE | $1,768 | $2,047-13.6% | $3,827-53.8% | $2,111-16.2% |
| Participant deferral / active EE | $2,171 | $3,381-35.8% | $4,672-53.5% | $3,350-35.2% |
| Admin fee / account holder | $68 | $698-90.2% | $8,548-99.2% | $521-86.9% |