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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $39,476 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $19,284 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $39,570 | $34,932+13.3% | $56,441-29.9% | $74,546-46.9% |
| Participation rate | 63.4% | 32.9%+30.5pp | 52.5%+10.9pp | 67.2%-3.9pp |
| Annual return | 12.70% | 24.90%-12.2pp | 1704.21%-1691.5pp | 1366.03%-1353.3pp |
| Employer contribution / active EE | $633 | $608+4.0% | $1,039-39.1% | $2,624-75.9% |
| Participant deferral / active EE | $2,585 | $1,173+120.4% | $1,953+32.3% | $4,347-40.5% |
| Admin fee / account holder | $354 | $2,359-85.0% | $2,829-87.5% | $1,944-81.8% |