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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $26,795 |
BENEFITS ADMINISTRATORS, LLC2 years Service code 15 · EIN 61-1291181 | Recordkeeping | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,306 | $86,655-30.4% | $119,622-49.6% | $66,938-9.9% |
| Participation rate | 81.0% | 75.6%+5.5pp | 79.3%+1.8pp | 69.8%+11.2pp |
| Annual return | -13.37% | -8.00%-5.4pp | -14.98%+1.6pp | 1.58%-15.0pp |
| Employer contribution / active EE | $2,828 | $2,536+11.5% | $4,232-33.2% | $2,545+11.1% |
| Participant deferral / active EE | $5,477 | $4,358+25.7% | $5,601-2.2% | $4,238+29.2% |
| Admin fee / account holder | $250 | $755-66.8% | $10,328-97.6% | $594-57.8% |