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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $28,248 |
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 | $64,358 | $56,287+14.3% | $80,977-20.5% | $62,881+2.3% |
| Participation rate | 69.1% | 68.9%+0.1pp | 75.8%-6.7pp | 69.3%-0.2pp |
| Annual return | 5.38% | 22.13%-16.8pp | 17.11%-11.7pp | 20.14%-14.8pp |
| Employer contribution / active EE | $495 | $1,943-74.5% | $3,715-86.7% | $2,281-78.3% |
| Participant deferral / active EE | $2,525 | $4,196-39.8% | $5,696-55.7% | $3,203-21.2% |
| Admin fee / account holder | $381 | $3,742-89.8% | $5,517-93.1% | $4,296-91.1% |