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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $37,170 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,387 | $64,729-2.1% | $112,263-43.5% | $68,490-7.5% |
| Participation rate | 22.4% | 67.2%-44.8pp | 75.1%-52.7pp | 67.9%-45.5pp |
| Annual return | -20.48% | -11.40%-9.1pp | 27.49%-48.0pp | -7.85%-12.6pp |
| Employer contribution / active EE | $840 | $2,746-69.4% | $3,636-76.9% | $2,597-67.6% |
| Participant deferral / active EE | $1,848 | $3,566-48.2% | $4,729-60.9% | $4,028-54.1% |
| Admin fee / account holder | $715 | $5,222-86.3% | $6,410-88.8% | $5,403-86.8% |