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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 4333 EDGEWOOD ROAD NE · CEDAR RAPIDS, IA 524990010 | Recordkeeping | $79,233 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,509 | $45,382-61.4% | $154,111-88.6% | $75,289-76.7% |
| Participation rate | 20.9% | 65.9%-45.0pp | 83.0%-62.1pp | 72.4%-51.5pp |
| Annual return | -6.40% | -0.47%-5.9pp | 735.18%-741.6pp | -0.04%-6.4pp |
| Employer contribution / active EE | $25 | $1,533-98.4% | $5,298-99.5% | $2,405-98.9% |
| Participant deferral / active EE | $730 | $2,384-69.4% | $5,081-85.6% | $3,739-80.5% |
| Admin fee / account holder | $188 | $89+110.2% | $13,411-98.6% | $102+83.5% |