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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,702 |
LPL FINANCIAL6+ years Service code 16 · EIN 95-2834236 | Consulting | $1,408 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $185,848 | $86,298+115.4% | $111,308+67.0% | $85,847+116.5% |
| Participation rate | 81.3% | 73.3%+7.9pp | 77.3%+3.9pp | 69.3%+11.9pp |
| Annual return | 6.73% | 19.99%-13.3pp | 54.67%-47.9pp | 318.61%-311.9pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,365 | $3,641+19.9% | $4,487-2.7% | $3,952+10.4% |
| Admin fee / account holder | $38 | $8,189-99.5% | $7,965-99.5% | $6,261-99.4% |