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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $4,218 |
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.
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 | $23,387 | $63,314-63.1% | $91,004-74.3% | $62,293-62.5% |
| Participation rate | 50.3% | 73.3%-23.0pp | 75.6%-25.3pp | 69.5%-19.2pp |
| Annual return | 12.05% | 21.00%-8.9pp | 4.60%+7.4pp | 28.90%-16.8pp |
| Employer contribution / active EE | $1,006 | $1,807-44.4% | $2,456-59.0% | $2,042-50.8% |
| Participant deferral / active EE | $1,777 | $2,944-39.6% | $3,548-49.9% | $3,169-43.9% |
| Admin fee / account holder | $65 | $468-86.0% | $5,417-98.8% | $479-86.4% |