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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $26,891 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,513 | $47,448-75.7% | $94,993-87.9% | $62,293-81.5% |
| Participation rate | 68.1% | 66.5%+1.6pp | 73.9%-5.8pp | 69.5%-1.4pp |
| Annual return | 13.03% | 22.64%-9.6pp | 27.14%-14.1pp | 28.90%-15.9pp |
| Employer contribution / active EE | $0 | $1,300-100.0% | $2,603-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,308 | $2,375-44.9% | $3,317-60.6% | $3,169-58.7% |
| Admin fee / account holder | $68 | $434-84.2% | $4,960-98.6% | $479-85.7% |