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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $13,124 |
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 | $10,670 | $45,602-76.6% | $117,498-90.9% | $66,930-84.1% |
| Participation rate | 70.1% | 57.6%+12.5pp | 70.6%-0.5pp | 69.8%+0.3pp |
| Annual return | -16.26% | -16.74%+0.5pp | 29.75%-46.0pp | 1.57%-17.8pp |
| Employer contribution / active EE | $0 | $1,579-100.0% | $4,178-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,508 | $2,845-11.8% | $4,071-38.4% | $4,238-40.8% |
| Admin fee / account holder | $76 | $661-88.4% | $5,646-98.6% | $593-87.1% |