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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE CO. Service code 15 · EIN 39-0989781 | Recordkeeping | $23,926 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,507 | $78,607-54.8% | $105,624-66.4% | $74,478-52.3% |
| Participation rate | 34.3% | 72.8%-38.5pp | 75.3%-41.0pp | 67.2%-32.9pp |
| Annual return | 14.71% | 15.96%-1.3pp | 116.20%-101.5pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $999 | $2,523-60.4% | $3,168-68.5% | $2,626-62.0% |
| Participant deferral / active EE | $1,651 | $4,325-61.8% | $5,013-67.1% | $4,350-62.1% |
| Admin fee / account holder | $220 | $2,220-90.1% | $10,961-98.0% | $1,946-88.7% |