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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $11,911 |
Service code 15 · EIN 91-1072394 | Recordkeeping | $740 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,810 | $72,272-83.7% | $101,264-88.3% | $79,858-85.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 17.17% | 22.30%-5.1pp | 46.48%-29.3pp | 31.72%-14.5pp |
| Employer contribution / active EE | $3,210 | $2,692+19.3% | $3,660-12.3% | $2,471+29.9% |
| Participant deferral / active EE | $2,933 | $3,282-10.6% | $4,370-32.9% | $3,740-21.6% |
| Admin fee / account holder | $72 | $4,401-98.4% | $5,947-98.8% | $5,306-98.6% |