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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $22,988 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,271 | $84,493-26.3% | $125,381-50.3% | $66,938-7.0% |
| Participation rate | 23.1% | 76.4%-53.3pp | 82.4%-59.2pp | 69.8%-46.7pp |
| Annual return | -22.03% | -8.49%-13.5pp | 572.31%-594.3pp | 1.58%-23.6pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,809 | $6,783-43.8% | $7,448-48.9% | $4,238-10.1% |
| Admin fee / account holder | $333 | $685-51.4% | $10,007-96.7% | $594-43.9% |