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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,120 |
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 | $12,800 | $53,925-76.3% | $75,501-83.0% | $69,631-81.6% |
| Participation rate | 9.5% | 71.2%-61.7pp | 72.4%-62.9pp | 70.7%-61.2pp |
| Annual return | 15.72% | 17.84%-2.1pp | 27.35%-11.6pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,352-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $253 | $2,569-90.1% | $3,142-91.9% | $3,224-92.1% |
| Admin fee / account holder | $33 | $97-65.5% | $5,801-99.4% | $110-69.7% |