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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $44,353 |
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 | $57,851 | $64,909-10.9% | $82,312-29.7% | $62,293-7.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.83% | 21.18%-6.3pp | 25.88%-11.0pp | 28.90%-14.1pp |
| Employer contribution / active EE | $2,342 | $1,676+39.7% | $2,428-3.6% | $2,042+14.7% |
| Participant deferral / active EE | $4,340 | $3,103+39.9% | $3,706+17.1% | $3,169+36.9% |
| Admin fee / account holder | $166 | $440-62.1% | $5,608-97.0% | $479-65.3% |