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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 62-1874769 | Recordkeeping | $17,658 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $17,418 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,167 | $175,231-91.9% | $149,696-90.5% | $139,466-89.8% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 38.64% | 166.77%-128.1pp | 134.46%-95.8pp | 373.66%-335.0pp |
| Employer contribution / active EE | $43,591 | $5,478+695.8% | $4,821+804.2% | $4,754+817.0% |
| Participant deferral / active EE | $137,366 | $6,521+2006.4% | $5,682+2317.6% | $6,712+1946.6% |
| Admin fee / account holder | $119 | $16,155-99.3% | $13,212-99.1% | $11,409-99.0% |