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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $43,538 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,124 | $45,022-90.8% | $85,126-95.2% | $77,714-94.7% |
| Participation rate | 58.9% | 48.7%+10.2pp | 67.5%-8.7pp | 70.6%-11.7pp |
| Annual return | 12.75% | 79.38%-66.6pp | 66.63%-53.9pp | 31.26%-18.5pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $2,731-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $2,354 | $2,811-16.2% | $4,523-48.0% | $4,649-49.4% |
| Admin fee / account holder | $31 | $913-96.6% | $6,160-99.5% | $433-92.7% |