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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $6,868 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $6,197 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,680 | $37,463-68.8% | $77,100-84.9% | $66,949-82.6% |
| Participation rate | 41.8% | 52.9%-11.1pp | 67.9%-26.1pp | 69.8%-28.0pp |
| Annual return | 27.17% | -3.25%+30.4pp | 42.35%-15.2pp | 1.57%+25.6pp |
| Employer contribution / active EE | $1,333 | $1,535-13.2% | $2,815-52.7% | $2,545-47.6% |
| Participant deferral / active EE | $4,195 | $2,621+60.0% | $4,430-5.3% | $4,239-1.0% |
| Admin fee / account holder | $99 | $568-82.6% | $5,443-98.2% | $594-83.3% |