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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $7,913 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,329 | $53,901-15.9% | $134,162-66.2% | $73,493-38.3% |
| Participation rate | 50.8% | 62.8%-12.0pp | 72.2%-21.3pp | 70.7%-19.8pp |
| Annual return | 15.00% | 15.82%-0.8pp | 36.35%-21.3pp | 28.51%-13.5pp |
| Employer contribution / active EE | $432 | $1,458-70.4% | $3,705-88.3% | $2,270-81.0% |
| Participant deferral / active EE | $838 | $2,739-69.4% | $3,500-76.0% | $3,740-77.6% |
| Admin fee / account holder | $58 | $581-90.0% | $6,685-99.1% | $513-88.7% |