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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 6400 C STREET SW · CEDAR RAPIDS, IA 52499 | Recordkeeping | $10,465 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,734 | $104,116-93.5% | $71,089-90.5% | $135,380-95.0% |
| Participation rate | 58.3% | 65.7%-7.3pp | 54.6%+3.7pp | 82.6%-24.3pp |
| Annual return | -6.27% | 1256.51%-1262.8pp | 650.65%-656.9pp | 519.81%-526.1pp |
| Employer contribution / active EE | $525 | $1,485-64.6% | $1,088-51.7% | $4,779-89.0% |
| Participant deferral / active EE | $0 | $2,524-100.0% | $1,873-100.0% | $5,609-100.0% |
| Admin fee / account holder | $107 | $4,142-97.4% | $3,082-96.5% | $10,828-99.0% |