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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $40,784 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,274 | $80,177-77.2% | $123,894-85.3% | $57,658-68.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 81.4%+18.6pp | 70.2%+29.8pp |
| Annual return | 8.47% | 17.90%-9.4pp | 47.52%-39.0pp | 5.13%+3.3pp |
| Employer contribution / active EE | $1,519 | $2,913-47.8% | $4,617-67.1% | $1,974-23.0% |
| Participant deferral / active EE | $2,344 | $5,130-54.3% | $5,984-60.8% | $3,061-23.4% |
| Admin fee / account holder | $55 | $106-48.0% | $8,357-99.3% | $95-41.5% |