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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $56,852 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,096 | $34,220-55.9% | $73,843-79.6% | $59,188-74.5% |
| Participation rate | 49.4% | 59.1%-9.7pp | 73.4%-24.0pp | 69.4%-20.0pp |
| Annual return | -1.51% | 3.36%-4.9pp | 2267.84%-2269.4pp | 5.51%-7.0pp |
| Employer contribution / active EE | $578 | $1,480-60.9% | $2,787-79.3% | $2,098-72.4% |
| Participant deferral / active EE | $1,116 | $2,035-45.2% | $3,583-68.9% | $3,265-65.8% |
| Admin fee / account holder | $77 | $64+19.7% | $4,880-98.4% | $92-16.8% |