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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $25,183 |
Service code 15 16703 EARLY RISER AVE, STE 210 · LAND O LAKES, FL 34638 | Recordkeeping | $7,778 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,041 | $102,422-62.9% | $147,117-74.1% | $80,959-53.0% |
| Participation rate | 80.0% | 75.9%+4.1pp | 82.2%-2.2pp | 67.7%+12.3pp |
| Annual return | -7.22% | 135.16%-142.4pp | 420.54%-427.8pp | 35.67%-42.9pp |
| Employer contribution / active EE | $2,891 | $3,717-22.2% | $4,932-41.4% | $2,757+4.8% |
| Participant deferral / active EE | $8,169 | $6,652+22.8% | $8,065+1.3% | $4,300+90.0% |
| Admin fee / account holder | $161 | $7,953-98.0% | $12,993-98.8% | $6,925-97.7% |