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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 | $45,109-90.9% | $85,240-95.2% | $77,762-94.7% |
| Participation rate | 58.9% | 48.7%+10.2pp | 67.5%-8.7pp | 70.6%-11.7pp |
| Annual return | 12.75% | 79.55%-66.8pp | 66.75%-54.0pp | 31.27%-18.5pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,735-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,354 | $2,814-16.3% | $4,527-48.0% | $4,651-49.4% |
| Admin fee / account holder | $31 | $915-96.6% | $6,165-99.5% | $433-92.7% |