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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 | $30,421+30.1% | $56,077-29.4% | $74,429-46.8% |
| Participation rate | 63.4% | 32.9%+30.5pp | 52.5%+10.9pp | 67.2%-3.9pp |
| Annual return | 12.70% | 24.94%-12.2pp | 1709.28%-1696.6pp | 1368.38%-1355.7pp |
| Employer contribution / active EE | $633 | $610+3.8% | $1,040-39.2% | $2,625-75.9% |
| Participant deferral / active EE | $2,585 | $1,175+119.9% | $1,954+32.3% | $4,348-40.6% |
| Admin fee / account holder | $354 | $2,363-85.0% | $2,825-87.5% | $1,944-81.8% |