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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $28,226 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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).
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 | $10,950 | $55,122-80.1% | $104,625-89.5% | $73,493-85.1% |
| Participation rate | 68.2% | 67.7%+0.5pp | 74.1%-5.9pp | 70.7%-2.5pp |
| Annual return | 13.08% | 24.77%-11.7pp | 340.60%-327.5pp | 28.51%-15.4pp |
| Employer contribution / active EE | $0 | $1,464-100.0% | $2,681-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,021 | $2,919-65.0% | $3,738-72.7% | $3,740-72.7% |
| Admin fee / account holder | $62 | $423-85.2% | $6,465-99.0% | $513-87.8% |