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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,722 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $9,627 | $45,152-78.7% | $73,836-87.0% | $59,633-83.9% |
| Participation rate | 45.1% | 64.0%-18.9pp | 73.4%-28.4pp | 68.7%-23.6pp |
| Annual return | -2.64% | 27.40%-30.0pp | 2268.06%-2270.7pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $745 | $1,901-60.8% | $2,787-73.3% | $2,203-66.2% |
| Participant deferral / active EE | $1,742 | $2,573-32.3% | $3,583-51.4% | $3,192-45.4% |
| Admin fee / account holder | $118 | $3,515-96.6% | $4,882-97.6% | $4,297-97.3% |