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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,210 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,763 | $48,064-67.2% | $78,778-80.0% | $69,631-77.4% |
| Participation rate | 60.3% | 61.6%-1.3pp | 69.2%-8.9pp | 70.7%-10.4pp |
| Annual return | 15.43% | 21.81%-6.4pp | 35.62%-20.2pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $0 | $744-100.0% | $1,986-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,475 | $2,079-29.1% | $2,958-50.1% | $3,224-54.2% |
| Admin fee / account holder | $23 | $152-85.1% | $5,134-99.6% | $110-79.4% |