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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,767 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,284 | $65,118-56.6% | $76,767-63.2% | $55,725-49.2% |
| Participation rate | 38.3% | 79.6%-41.3pp | 77.0%-38.6pp | 70.9%-32.5pp |
| Annual return | -1.86% | -1.27%-0.6pp | 2.43%-4.3pp | 244.93%-246.8pp |
| Employer contribution / active EE | $6 | $1,941-99.7% | $2,485-99.8% | $2,078-99.7% |
| Participant deferral / active EE | $1,905 | $3,688-48.3% | $3,852-50.5% | $3,356-43.2% |
| Admin fee / account holder | $7 | $116-93.8% | $6,675-99.9% | $115-93.8% |