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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 | $78,483-54.8% | $106,201-66.6% | $74,546-52.4% |
| Participation rate | 34.3% | 72.8%-38.5pp | 75.3%-41.0pp | 67.2%-32.9pp |
| Annual return | 14.71% | 15.94%-1.2pp | 116.26%-101.6pp | 1366.03%-1351.3pp |
| Employer contribution / active EE | $999 | $2,522-60.4% | $3,170-68.5% | $2,624-61.9% |
| Participant deferral / active EE | $1,651 | $4,320-61.8% | $5,012-67.1% | $4,347-62.0% |
| Admin fee / account holder | $220 | $2,236-90.2% | $11,039-98.0% | $1,944-88.7% |