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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $20,901 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,320 | $60,165-51.3% | $74,184-60.5% | $55,167-46.9% |
| Participation rate | 86.5% | 74.2%+12.3pp | 76.6%+9.9pp | 69.0%+17.5pp |
| Annual return | 7.27% | 10.00%-2.7pp | 17.74%-10.5pp | 169.23%-162.0pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,443 | $2,973+15.8% | $3,550-3.0% | $3,054+12.7% |
| Admin fee / account holder | $76 | $419-81.9% | $5,586-98.6% | $504-84.9% |