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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $18,080 |
Service code 55 7 HANOVER SQUARE H4D · NEW YORK, NY 10004 | Other Commissions | $5,363 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,810 |
Service code 27 6011 WEST COURTYARD DR · AUSTIN, TX 78730 | Advisory (Plan) | $293 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
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 | $55,184 | $58,093-5.0% | $80,022-31.0% | $56,289-2.0% |
| Participation rate | 54.9% | 73.6%-18.7pp | 75.8%-20.9pp | 69.9%-14.9pp |
| Annual return | 10.59% | 34.63%-24.0pp | 11.22%-0.6pp | -9.96%+20.5pp |
| Employer contribution / active EE | $318 | $1,933-83.6% | $2,468-87.1% | $2,111-84.9% |
| Participant deferral / active EE | $1,691 | $3,136-46.1% | $3,686-54.1% | $3,350-49.5% |
| Admin fee / account holder | $284 | $623-54.3% | $6,521-95.6% | $521-45.4% |