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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $49,671 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,038 | $99,957-52.9% | $149,745-68.6% | $73,497-36.0% |
| Participation rate | 72.5% | 75.7%-3.2pp | 82.5%-10.0pp | 70.7%+1.8pp |
| Annual return | 13.60% | 53.87%-40.3pp | 276.72%-263.1pp | 28.51%-14.9pp |
| Employer contribution / active EE | $1,575 | $3,191-50.6% | $4,646-66.1% | $2,270-30.6% |
| Participant deferral / active EE | $5,023 | $6,073-17.3% | $6,843-26.6% | $3,740+34.3% |
| Admin fee / account holder | $179 | $551-67.4% | $9,312-98.1% | $513-65.1% |