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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $9,622 |
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 | $35,054 | $45,283-22.6% | $155,789-77.5% | $52,331-33.0% |
| Participation rate | 88.1% | 62.2%+25.9pp | 76.1%+12.0pp | 68.1%+20.0pp |
| Annual return | 0.42% | 1.80%-1.4pp | 71.54%-71.1pp | 4.54%-4.1pp |
| Employer contribution / active EE | $1,825 | $1,329+37.4% | $3,839-52.5% | $1,882-3.0% |
| Participant deferral / active EE | $5,420 | $2,854+89.9% | $4,798+13.0% | $3,022+79.3% |
| Admin fee / account holder | $40 | $981-95.9% | $7,477-99.5% | $592-93.2% |