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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $22,389 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,044 | $82,163-48.8% | $125,363-66.5% | $64,814-35.1% |
| Participation rate | 88.5% | 77.9%+10.6pp | 82.4%+6.1pp | 71.5%+17.0pp |
| Annual return | -14.62% | 3.49%-18.1pp | 572.15%-586.8pp | 32.84%-47.5pp |
| Employer contribution / active EE | $4,875 | $3,616+34.8% | $4,815+1.3% | $2,507+94.5% |
| Participant deferral / active EE | $13,439 | $7,175+87.3% | $7,447+80.5% | $4,310+211.8% |
| Admin fee / account holder | $29 | $163-82.0% | $10,005-99.7% | $188-84.4% |