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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $18,016 |
LPL FINANCIAL2 years Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,085 | $37,463+76.4% | $77,096-14.3% | $66,938-1.3% |
| Participation rate | 59.8% | 52.9%+6.9pp | 67.9%-8.1pp | 69.8%-10.0pp |
| Annual return | -15.62% | -3.25%-12.4pp | 42.35%-58.0pp | 1.58%-17.2pp |
| Employer contribution / active EE | $888 | $1,535-42.1% | $2,814-68.4% | $2,545-65.1% |
| Participant deferral / active EE | $3,193 | $2,621+21.8% | $4,429-27.9% | $4,238-24.7% |
| Admin fee / account holder | $182 | $568-68.0% | $5,428-96.6% | $594-69.3% |