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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,634 |
Annual investment return 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $4,097 | $46,360-91.2% | $147,617-97.2% | $52,331-92.2% |
| Participation rate | 77.7% | 64.9%+12.8pp | 84.6%-6.9pp | 68.1%+9.6pp |
| Annual return | -6.36% | 1.62%-8.0pp | 61.98%-68.3pp | 4.54%-10.9pp |
| Employer contribution / active EE | $1,171 | $2,126-44.9% | $5,564-79.0% | $1,882-37.8% |
| Participant deferral / active EE | $1,075 | $2,258-52.4% | $4,895-78.0% | $3,022-64.4% |
| Admin fee / account holder | $29 | $766-96.2% | $11,612-99.8% | $592-95.1% |