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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $10,757 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,921 | $52,406+4.8% | $129,207-57.5% | $74,495-26.3% |
| Participation rate | 51.9% | 53.8%-1.9pp | 69.6%-17.7pp | 67.2%-15.3pp |
| Annual return | 8.45% | 15.66%-7.2pp | 9417.33%-9408.9pp | 1364.94%-1356.5pp |
| Employer contribution / active EE | $441 | $1,531-71.2% | $4,153-89.4% | $2,623-83.2% |
| Participant deferral / active EE | $1,486 | $2,794-46.8% | $4,168-64.4% | $4,346-65.8% |
| Admin fee / account holder | $101 | $2,633-96.2% | $7,715-98.7% | $1,942-94.8% |