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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $96,057 |
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.
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 | $57,833 | $31,109+85.9% | $67,704-14.6% | $52,331+10.5% |
| Participation rate | 82.1% | 54.0%+28.1pp | 67.5%+14.5pp | 68.1%+13.9pp |
| Annual return | -5.50% | 23.70%-29.2pp | 25.41%-30.9pp | 4.54%-10.0pp |
| Employer contribution / active EE | $3,927 | $1,076+265.0% | $2,559+53.4% | $1,882+108.7% |
| Participant deferral / active EE | $5,935 | $1,970+201.2% | $3,585+65.5% | $3,022+96.4% |
| Admin fee / account holder | $485 | $466+4.1% | $4,255-88.6% | $592-18.0% |