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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 39-0989781 4333 EDGEWOOD RD NE · CEDAR RAPIDS, IA 52499 | Recordkeeping | $1,120 |
Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 15 · EIN 39-1816008 47 PARK PLACE · APPLETON, WI 54914 | Recordkeeping | $665 |
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 | $70,542 | $63,924+10.4% | $108,582-35.0% | $55,167+27.9% |
| Participation rate | 72.7% | 74.3%-1.6pp | 79.6%-6.8pp | 69.0%+3.7pp |
| Annual return | 7.97% | 15.31%-7.3pp | -51.70%+59.7pp | 169.23%-161.3pp |
| Employer contribution / active EE | $1,026 | $1,879-45.4% | $3,758-72.7% | $1,963-47.7% |
| Participant deferral / active EE | $4,466 | $3,067+45.6% | $4,311+3.6% | $3,054+46.2% |
| Admin fee / account holder | $31 | $618-94.9% | $7,645-99.6% | $504-93.8% |