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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $9,538 |
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).
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 | $39,043 | $70,917-44.9% | $98,920-60.5% | $73,493-46.9% |
| Participation rate | 18.3% | 73.8%-55.6pp | 76.0%-57.8pp | 70.7%-52.4pp |
| Annual return | 13.36% | 34.18%-20.8pp | 196.47%-183.1pp | 28.51%-15.1pp |
| Employer contribution / active EE | $0 | $2,037-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $750 | $3,501-78.6% | $4,245-82.3% | $3,740-80.0% |
| Admin fee / account holder | $298 | $535-44.3% | $6,643-95.5% | $513-41.9% |