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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $419 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,507 | $50,898-34.2% | $171,082-80.4% | $55,167-39.3% |
| Participation rate | 36.3% | 63.3%-27.0pp | 76.7%-40.4pp | 69.0%-32.7pp |
| Annual return | 6.87% | 15.34%-8.5pp | 32.56%-25.7pp | 169.23%-162.4pp |
| Employer contribution / active EE | $230 | $1,433-83.9% | $4,002-94.2% | $1,963-88.3% |
| Participant deferral / active EE | $1,237 | $2,994-58.7% | $4,797-74.2% | $3,054-59.5% |
| Admin fee / account holder | $40 | $500-91.9% | $8,520-99.5% | $504-92.0% |