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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $18,284 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,381 | $65,092-76.4% | $143,799-89.3% | $66,938-77.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -13.11% | -11.14%-2.0pp | -0.04%-13.1pp | 1.58%-14.7pp |
| Employer contribution / active EE | $1,552 | $2,362-34.3% | $4,952-68.7% | $2,545-39.0% |
| Participant deferral / active EE | $1,115 | $2,920-61.8% | $5,638-80.2% | $4,238-73.7% |
| Admin fee / account holder | $206 | $502-58.9% | $14,677-98.6% | $594-65.2% |