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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $30,951 |
BENEFITS ADMINISTRATORS, LLC3 years Service code 15 · EIN 61-1291181 | Recordkeeping | $256 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,147 | $83,045-16.7% | $130,026-46.8% | $71,495-3.3% |
| Participation rate | 82.8% | 74.1%+8.7pp | 78.5%+4.3pp | 67.9%+14.9pp |
| Annual return | 17.76% | 20.61%-2.8pp | -137.26%+155.0pp | 28.85%-11.1pp |
| Employer contribution / active EE | $3,063 | $2,623+16.8% | $4,321-29.1% | $2,589+18.3% |
| Participant deferral / active EE | $5,510 | $4,436+24.2% | $5,821-5.3% | $4,291+28.4% |
| Admin fee / account holder | $254 | $1,727-85.3% | $10,608-97.6% | $1,588-84.0% |