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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $54,311 |
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 | $65,476 | $73,638-11.1% | $95,964-31.8% | $73,497-10.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 19.63% | 16.78%+2.9pp | 91.64%-72.0pp | 28.51%-8.9pp |
| Employer contribution / active EE | $2,203 | $1,863+18.3% | $2,541-13.3% | $2,270-2.9% |
| Participant deferral / active EE | $4,008 | $3,617+10.8% | $4,167-3.8% | $3,740+7.2% |
| Admin fee / account holder | $172 | $482-64.4% | $6,797-97.5% | $513-66.5% |