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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $12,002 |
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 | $42,022 | $55,182-23.8% | $73,309-42.7% | $55,191-23.9% |
| Participation rate | 76.6% | 73.9%+2.6pp | 74.9%+1.7pp | 69.2%+7.4pp |
| Annual return | 2.35% | 8.55%-6.2pp | 5.67%-3.3pp | 10.78%-8.4pp |
| Employer contribution / active EE | $2,301 | $1,935+19.0% | $3,237-28.9% | $1,899+21.2% |
| Participant deferral / active EE | $7,588 | $4,641+63.5% | $4,991+52.0% | $3,046+149.1% |
| Admin fee / account holder | $51 | $68-25.7% | $5,635-99.1% | $91-44.0% |