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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $20,910 |
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.
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 | $12,192 | $47,078-74.1% | $100,671-87.9% | $55,191-77.9% |
| Participation rate | 94.0% | 58.0%+35.9pp | 70.7%+23.3pp | 69.2%+24.8pp |
| Annual return | -2.05% | 0.65%-2.7pp | 20.43%-22.5pp | 10.78%-12.8pp |
| Employer contribution / active EE | $1,267 | $1,065+18.9% | $4,012-68.4% | $1,899-33.3% |
| Participant deferral / active EE | $822 | $2,038-59.7% | $3,144-73.9% | $3,046-73.0% |
| Admin fee / account holder | $38 | $153-75.5% | $4,850-99.2% | $91-58.6% |