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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $10,718 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,739 | $37,134-76.5% | $100,671-91.3% | $52,331-83.3% |
| Participation rate | 43.8% | 57.7%-13.9pp | 70.7%-26.9pp | 68.1%-24.3pp |
| Annual return | -2.49% | 0.10%-2.6pp | 20.43%-22.9pp | 4.54%-7.0pp |
| Employer contribution / active EE | $579 | $1,187-51.2% | $4,012-85.6% | $1,882-69.2% |
| Participant deferral / active EE | $881 | $2,163-59.3% | $3,144-72.0% | $3,022-70.9% |
| Admin fee / account holder | $139 | $467-70.2% | $4,850-97.1% | $592-76.5% |