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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,653 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,555 | $99,201-61.1% | $96,544-60.1% | $74,473-48.2% |
| Participation rate | 88.4% | 80.7%+7.7pp | 76.0%+12.4pp | 70.7%+17.7pp |
| Annual return | 18.35% | 22.40%-4.1pp | 25.88%-7.5pp | 34.36%-16.0pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $2,966-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $4,146 | $4,938-16.0% | $4,851-14.5% | $4,530-8.5% |
| Admin fee / account holder | $14 | $225-93.9% | $8,254-99.8% | $347-96.0% |