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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $6,268 |
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 | $84,268 | $56,640+48.8% | $78,002+8.0% | $55,167+52.8% |
| Participation rate | 77.2% | 73.3%+3.9pp | 75.5%+1.7pp | 69.0%+8.2pp |
| Annual return | 9.95% | 2868.48%-2858.5pp | 425.99%-416.0pp | 169.23%-159.3pp |
| Employer contribution / active EE | $3,140 | $1,724+82.2% | $2,470+27.1% | $1,963+60.0% |
| Participant deferral / active EE | $4,798 | $2,778+72.7% | $3,497+37.2% | $3,054+57.1% |
| Admin fee / account holder | $38 | $467-92.0% | $5,481-99.3% | $504-92.5% |