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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $36,761 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $281 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,410 | $84,936-21.8% | $111,308-40.3% | $79,391-16.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 9.93% | 17.45%-7.5pp | 54.67%-44.7pp | 116.88%-107.0pp |
| Employer contribution / active EE | $2,364 | $1,979+19.4% | $2,732-13.5% | $2,428-2.6% |
| Participant deferral / active EE | $4,655 | $3,888+19.7% | $4,487+3.7% | $4,046+15.1% |
| Admin fee / account holder | $121 | $537-77.5% | $7,965-98.5% | $627-80.7% |