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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $15,506 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $12,371 | $46,173-73.2% | $170,435-92.7% | $69,631-82.2% |
| Participation rate | 17.6% | 63.9%-46.3pp | 83.6%-66.0pp | 70.7%-53.1pp |
| Annual return | 16.77% | 21.62%-4.9pp | 205.94%-189.2pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $262 | $1,610-83.7% | $5,432-95.2% | $2,032-87.1% |
| Participant deferral / active EE | $482 | $2,080-76.8% | $4,939-90.3% | $3,224-85.1% |
| Admin fee / account holder | $118 | $116+2.2% | $13,881-99.1% | $110+7.3% |