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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS L Service code 15 · EIN 13-3689044 | Recordkeeping | $15,854 |
Service code 15 · EIN 14-1624930 | Recordkeeping | $750 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,360 | $80,748-3.0% | $102,383-23.5% | $74,429+5.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 13.40% | 27.57%-14.2pp | 24.94%-11.5pp | 1368.38%-1355.0pp |
| Employer contribution / active EE | $14,212 | $3,159+349.9% | $3,870+267.2% | $2,625+441.5% |
| Participant deferral / active EE | $8,164 | $3,861+111.5% | $5,060+61.4% | $4,348+87.8% |
| Admin fee / account holder | $107 | $2,371-95.5% | $8,391-98.7% | $1,944-94.5% |