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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE CO. Service code 15 · EIN 39-0989781 | Recordkeeping | $8,281 |
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.
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 | $13,231 | $70,917-81.3% | $98,920-86.6% | $73,493-82.0% |
| Participation rate | 54.9% | 73.8%-18.9pp | 76.0%-21.1pp | 70.7%-15.8pp |
| Annual return | 0.00% | 34.18%-34.2pp | 196.47%-196.5pp | 28.51%-28.5pp |
| Employer contribution / active EE | $1,016 | $2,037-50.1% | $2,689-62.2% | $2,270-55.3% |
| Participant deferral / active EE | $2,041 | $3,501-41.7% | $4,245-51.9% | $3,740-45.4% |
| Admin fee / account holder | $77 | $535-85.6% | $6,643-98.8% | $513-85.0% |