Filed July 22, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $11,955 | $46,173-74.1% | $170,436-93.0% | $69,631-82.8% |
| Participation rate | 46.1% | 63.9%-17.8pp | 83.6%-37.5pp | 70.7%-24.6pp |
| Annual return | 10.32% | 21.62%-11.3pp | 205.94%-195.6pp | 27571.02%-27560.7pp |
| Employer contribution / active EE | $441 | $1,610-72.6% | $5,433-91.9% | $2,032-78.3% |
| Participant deferral / active EE | $677 | $2,080-67.5% | $4,939-86.3% | $3,224-79.0% |
| Admin fee / account holder | $61 | $116-47.1% | $13,880-99.6% | $110-44.4% |