Filed July 22, 2026 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 59-1531281 | Advisory (Plan) | $13,758 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,274 |
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.
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 | $14,577 | $58,888-75.2% | $178,498-91.8% | $73,493-80.2% |
| Participation rate | 66.4% | 66.2%+0.2pp | 81.9%-15.5pp | 70.7%-4.3pp |
| Annual return | 4.78% | 24.86%-20.1pp | 151.09%-146.3pp | 28.51%-23.7pp |
| Employer contribution / active EE | $724 | $2,236-67.6% | $5,011-85.5% | $2,270-68.1% |
| Participant deferral / active EE | $1,213 | $2,568-52.8% | $5,202-76.7% | $3,740-67.6% |
| Admin fee / account holder | $48 | $400-88.0% | $13,985-99.7% | $513-90.6% |