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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $14,831 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $4,231 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,649 | $73,839-81.5% | $143,788-90.5% | $68,495-80.1% |
| Participation rate | 98.1% | 66.7%+31.5pp | 80.3%+17.8pp | 67.9%+30.3pp |
| Annual return | -17.55% | 1.01%-18.6pp | -0.03%-17.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $227 | $3,184-92.9% | $4,952-95.4% | $2,596-91.3% |
| Participant deferral / active EE | $2,055 | $3,384-39.3% | $5,638-63.5% | $4,028-49.0% |
| Admin fee / account holder | $232 | $5,755-96.0% | $14,675-98.4% | $5,403-95.7% |