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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $8,613 |
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.
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 | $14,436 | $54,320-73.4% | $67,652-78.7% | $52,331-72.4% |
| Participation rate | 65.9% | 73.6%-7.7pp | 75.7%-9.7pp | 68.1%-2.2pp |
| Annual return | 1.76% | 6.81%-5.0pp | 6625.40%-6623.6pp | 4.54%-2.8pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,301 | $2,950-55.9% | $3,560-63.5% | $3,022-57.0% |
| Admin fee / account holder | $57 | $527-89.2% | $4,821-98.8% | $592-90.4% |