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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FIN. LIFE INSURANCE CO Service code 15 · EIN 36-6071399 | Recordkeeping | $22,081 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $11,594 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,215 | $82,163-36.4% | $125,381-58.4% | $64,819-19.4% |
| Participation rate | 34.7% | 77.9%-43.2pp | 82.4%-47.6pp | 71.5%-36.7pp |
| Annual return | 0.00% | 3.49%-3.5pp | 572.31%-572.3pp | 32.84%-32.8pp |
| Employer contribution / active EE | $0 | $3,616-100.0% | $4,815-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $2,189 | $7,175-69.5% | $7,448-70.6% | $4,311-49.2% |
| Admin fee / account holder | $231 | $163+41.3% | $10,007-97.7% | $188+22.8% |