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 | $21,871 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,250 | $37,196-67.1% | $154,114-92.1% | $55,725-78.0% |
| Participation rate | 52.2% | 64.1%-11.9pp | 83.0%-30.9pp | 70.9%-18.7pp |
| Annual return | 6.85% | 1319.68%-1312.8pp | 735.16%-728.3pp | 244.93%-238.1pp |
| Employer contribution / active EE | $492 | $1,614-69.5% | $5,298-90.7% | $2,078-76.3% |
| Participant deferral / active EE | $747 | $2,068-63.9% | $5,081-85.3% | $3,356-77.7% |
| Admin fee / account holder | $63 | $102-38.1% | $13,411-99.5% | $115-45.4% |