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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,633 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,474 | $84,940-41.8% | $111,306-55.6% | $79,389-37.7% |
| Participation rate | 86.5% | 75.9%+10.7pp | 77.3%+9.2pp | 70.7%+15.8pp |
| Annual return | 12.84% | 17.45%-4.6pp | 54.67%-41.8pp | 116.89%-104.0pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,732-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $3,930 | $3,889+1.1% | $4,488-12.4% | $4,046-2.9% |
| Admin fee / account holder | $8 | $537-98.6% | $7,966-99.9% | $626-98.8% |