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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $4,982 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,225 | $55,449-96.0% | $83,831-97.3% | $56,289-96.0% |
| Participation rate | 31.1% | 68.0%-36.9pp | 76.1%-45.0pp | 69.9%-38.7pp |
| Annual return | -4.11% | -1.38%-2.7pp | 850.99%-855.1pp | -9.96%+5.8pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $85 | $2,935-97.1% | $4,082-97.9% | $3,350-97.5% |
| Admin fee / account holder | $37 | $656-94.3% | $5,479-99.3% | $521-92.9% |