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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $11,128 |
THE PRICE COMPANY2+ years Service code 15 · EIN 77-0535585 | Recordkeeping | $650 |
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.
Annual investment return 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 | $32,306 | $52,639-38.6% | $185,117-82.5% | $62,293-48.1% |
| Participation rate | 29.2% | 63.9%-34.7pp | 77.3%-48.1pp | 69.5%-40.3pp |
| Annual return | 11.64% | 19.57%-7.9pp | 40.50%-28.9pp | 28.90%-17.3pp |
| Employer contribution / active EE | $599 | $1,483-59.6% | $4,182-85.7% | $2,042-70.7% |
| Participant deferral / active EE | $653 | $3,097-78.9% | $5,045-87.1% | $3,169-79.4% |
| Admin fee / account holder | $111 | $374-70.3% | $8,159-98.6% | $479-76.8% |