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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $10,653 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,794 | $65,125-68.1% | $143,797-85.5% | $66,949-68.9% |
| Participation rate | 36.9% | 65.2%-28.3pp | 80.3%-43.4pp | 69.8%-32.9pp |
| Annual return | -14.15% | -11.13%-3.0pp | -0.04%-14.1pp | 1.57%-15.7pp |
| Employer contribution / active EE | $914 | $2,362-61.3% | $4,952-81.5% | $2,545-64.1% |
| Participant deferral / active EE | $2,346 | $2,920-19.7% | $5,638-58.4% | $4,239-44.7% |
| Admin fee / account holder | $132 | $503-73.8% | $14,679-99.1% | $594-77.8% |