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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $31,348 |
Annual investment return 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 | $18,944 | $50,666-62.6% | $76,657-75.3% | $65,185-70.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 72.1%+27.9pp | 70.2%+29.8pp |
| Annual return | 16.93% | 28.51%-11.6pp | 1166.74%-1149.8pp | 29.38%-12.5pp |
| Employer contribution / active EE | $5,240 | $1,575+232.8% | $2,303+127.6% | $2,177+140.7% |
| Participant deferral / active EE | $2,820 | $2,647+6.5% | $3,335-15.5% | $3,514-19.8% |
| Admin fee / account holder | $92 | $463-80.1% | $6,423-98.6% | $847-89.1% |