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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $11,737 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $6,139 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,728 | $49,451-23.7% | $79,580-52.6% | $66,938-43.6% |
| Participation rate | 23.7% | 61.3%-37.6pp | 69.5%-45.8pp | 69.8%-46.1pp |
| Annual return | -16.82% | 84.25%-101.1pp | 0.15%-17.0pp | 1.58%-18.4pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $358 | $3,159-88.7% | $3,985-91.0% | $4,238-91.5% |
| Admin fee / account holder | $458 | $595-22.9% | $6,835-93.3% | $594-22.8% |