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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $16,818 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $27,696 | $38,969-28.9% | $109,313-74.7% | $55,167-49.8% |
| Participation rate | 33.9% | 58.2%-24.3pp | 71.3%-37.4pp | 69.0%-35.1pp |
| Annual return | 5.76% | 8.26%-2.5pp | 22.07%-16.3pp | 169.23%-163.5pp |
| Employer contribution / active EE | $544 | $1,227-55.6% | $3,892-86.0% | $1,963-72.3% |
| Participant deferral / active EE | $1,164 | $2,176-46.5% | $3,166-63.2% | $3,054-61.9% |
| Admin fee / account holder | $157 | $501-68.6% | $5,666-97.2% | $504-68.8% |