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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $43,415 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $22,754 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,189 | $62,164+17.7% | $81,482-10.2% | $74,400-1.6% |
| Participation rate | 49.3% | 64.1%-14.8pp | 69.5%-20.2pp | 67.2%-17.9pp |
| Annual return | 15.33% | 16.50%-1.2pp | 24.79%-9.5pp | 1367.51%-1352.2pp |
| Employer contribution / active EE | $2,103 | $1,884+11.6% | $2,463-14.6% | $2,624-19.9% |
| Participant deferral / active EE | $4,344 | $3,230+34.5% | $3,885+11.8% | $4,348-0.1% |
| Admin fee / account holder | $408 | $1,923-78.8% | $5,761-92.9% | $1,944-79.0% |