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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 62-1874769 | Recordkeeping | $12,960 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $10,311 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,908 | $46,332-89.4% | $143,797-96.6% | $64,824-92.4% |
| Participation rate | 86.8% | 64.2%+22.5pp | 80.3%+6.5pp | 71.5%+15.3pp |
| Annual return | -18.56% | -10.05%-8.5pp | -0.04%-18.5pp | 32.84%-51.4pp |
| Employer contribution / active EE | $1,928 | $1,911+0.9% | $4,952-61.1% | $2,507-23.1% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $5,638-100.0% | $4,311-100.0% |
| Admin fee / account holder | $73 | $154-52.7% | $14,679-99.5% | $188-61.3% |