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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $15,321 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,326 | $52,450-74.6% | $129,397-89.7% | $74,429-82.1% |
| Participation rate | 75.3% | 53.8%+21.4pp | 69.6%+5.7pp | 67.2%+8.1pp |
| Annual return | 12.23% | 15.65%-3.4pp | 9453.98%-9441.7pp | 1368.38%-1356.2pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,154-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,468 | $2,797-11.8% | $4,167-40.8% | $4,348-43.3% |
| Admin fee / account holder | $69 | $2,636-97.4% | $7,679-99.1% | $1,944-96.5% |