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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $9,597 |
THE PRICE COMPANY1+ years Service code 15 · EIN 77-0535585 5151 N. PALM AVENUE, SUITE 920 · FRESNO, CA 93704 | Recordkeeping | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,023 | $50,898-43.0% | $171,082-83.0% | $55,167-47.4% |
| Participation rate | 26.4% | 63.3%-36.9pp | 76.7%-50.3pp | 69.0%-42.6pp |
| Annual return | 9.53% | 15.34%-5.8pp | 32.56%-23.0pp | 169.23%-159.7pp |
| Employer contribution / active EE | $540 | $1,433-62.3% | $4,002-86.5% | $1,963-72.5% |
| Participant deferral / active EE | $656 | $2,994-78.1% | $4,797-86.3% | $3,054-78.5% |
| Admin fee / account holder | $108 | $500-78.5% | $8,520-98.7% | $504-78.7% |