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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $21,259 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,991 | $56,918-61.4% | $182,558-88.0% | $65,186-66.3% |
| Participation rate | 94.8% | 66.5%+28.3pp | 78.0%+16.8pp | 70.2%+24.6pp |
| Annual return | 27.28% | 27.67%-0.4pp | 148.59%-121.3pp | 29.39%-2.1pp |
| Employer contribution / active EE | $1,832 | $1,615+13.5% | $4,076-55.1% | $2,177-15.8% |
| Participant deferral / active EE | $4,638 | $3,526+31.5% | $5,526-16.1% | $3,514+32.0% |
| Admin fee / account holder | $154 | $531-71.0% | $8,594-98.2% | $847-81.8% |