Filed May 28, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $17,403 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $17,919 | $49,177-63.6% | $79,476-77.5% | $64,181-72.1% |
| Participation rate | 95.1% | 65.0%+30.1pp | 73.3%+21.8pp | 69.6%+25.6pp |
| Annual return | -8.14% | -1.16%-7.0pp | 718.21%-726.4pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,427 | $2,076-31.3% | $2,800-49.1% | $2,381-40.1% |
| Participant deferral / active EE | $2,428 | $2,821-13.9% | $3,704-34.4% | $3,470-30.0% |
| Admin fee / account holder | $144 | $3,839-96.3% | $5,113-97.2% | $4,887-97.1% |