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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $10,935 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
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 | $13,718 | $100,801-86.4% | $149,715-90.8% | $73,412-81.3% |
| Participation rate | 59.8% | 77.7%-17.9pp | 82.5%-22.7pp | 72.2%-12.4pp |
| Annual return | 31.63% | 265.34%-233.7pp | 276.66%-245.0pp | 59.30%-27.7pp |
| Employer contribution / active EE | $706 | $3,312-78.7% | $4,645-84.8% | $2,234-68.4% |
| Participant deferral / active EE | $1,458 | $6,404-77.2% | $6,842-78.7% | $3,806-61.7% |
| Admin fee / account holder | $32 | $181-82.1% | $9,310-99.7% | $158-79.5% |