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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $7,583 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,372 | $64,909-77.9% | $82,312-82.5% | $62,293-76.9% |
| Participation rate | 35.4% | 74.9%-39.5pp | 76.9%-41.5pp | 69.5%-34.1pp |
| Annual return | 15.93% | 21.18%-5.3pp | 25.88%-10.0pp | 28.90%-13.0pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,096 | $3,103-64.7% | $3,706-70.4% | $3,169-65.4% |
| Admin fee / account holder | $95 | $440-78.4% | $5,608-98.3% | $479-80.2% |