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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $14,152 |
TPA SERVICES, INC.1 year Filed as: TPA SERVICES INC Service code 15 · EIN 84-1571661 | Recordkeeping | $6,655 |
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.
Annual investment return 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 | $25,784 | $30,147-14.5% | $58,544-56.0% | $80,149-67.8% |
| Participation rate | 6.1% | 34.4%-28.3pp | 50.9%-44.7pp | 72.9%-66.8pp |
| Annual return | 14.95% | 21.97%-7.0pp | 4249.56%-4234.6pp | 40.39%-25.4pp |
| Employer contribution / active EE | $166 | $528-68.6% | $1,053-84.2% | $2,977-94.4% |
| Participant deferral / active EE | $305 | $1,249-75.6% | $1,923-84.1% | $5,015-93.9% |
| Admin fee / account holder | $95 | $195-51.0% | $2,520-96.2% | $145-34.1% |