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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $22,316 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $15,949 |
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 | $14,488 | $72,620-80.1% | $90,760-84.0% | $66,938-78.4% |
| Participation rate | 89.0% | 73.7%+15.3pp | 75.7%+13.3pp | 69.8%+19.1pp |
| Annual return | -15.55% | -12.28%-3.3pp | -12.16%-3.4pp | 1.58%-17.1pp |
| Employer contribution / active EE | $1,507 | $2,369-36.4% | $2,922-48.4% | $2,545-40.8% |
| Participant deferral / active EE | $2,800 | $3,979-29.6% | $4,565-38.7% | $4,238-33.9% |
| Admin fee / account holder | $177 | $707-75.0% | $8,444-97.9% | $594-70.2% |