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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $50,701 |
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 | $59,528 | $65,378-8.9% | $87,103-31.7% | $65,186-8.7% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 20.43% | 31.28%-10.8pp | 28.19%-7.8pp | 29.39%-9.0pp |
| Employer contribution / active EE | $2,391 | $1,823+31.2% | $2,521-5.2% | $2,177+9.8% |
| Participant deferral / active EE | $4,305 | $3,389+27.0% | $4,049+6.3% | $3,514+22.5% |
| Admin fee / account holder | $171 | $520-67.1% | $7,491-97.7% | $847-79.8% |