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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,563 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,604 | $49,451-5.8% | $79,580-41.4% | $66,938-30.4% |
| Participation rate | 40.5% | 61.3%-20.9pp | 69.5%-29.0pp | 69.8%-29.3pp |
| Annual return | -17.30% | 84.25%-101.6pp | 0.15%-17.5pp | 1.58%-18.9pp |
| Employer contribution / active EE | $756 | $1,266-40.2% | $2,413-68.7% | $2,545-70.3% |
| Participant deferral / active EE | $1,538 | $3,159-51.3% | $3,985-61.4% | $4,238-63.7% |
| Admin fee / account holder | $100 | $595-83.3% | $6,835-98.5% | $594-83.2% |