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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $17,264 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,891 | $65,453-62.0% | $86,698-71.3% | $66,938-62.8% |
| Participation rate | 92.2% | 75.5%+16.7pp | 76.6%+15.6pp | 69.8%+22.3pp |
| Annual return | -17.41% | -10.89%-6.5pp | 35.95%-53.4pp | 1.58%-19.0pp |
| Employer contribution / active EE | $1,157 | $2,154-46.3% | $2,837-59.2% | $2,545-54.5% |
| Participant deferral / active EE | $2,411 | $4,102-41.2% | $4,656-48.2% | $4,238-43.1% |
| Admin fee / account holder | $154 | $642-76.0% | $7,493-97.9% | $594-74.0% |