Filed September 25, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 1150 S OLIVE STREET · LOS ANGELES, CA 90015 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,238 | $69,977-55.4% | $108,582-71.2% | $62,881-50.3% |
| Participation rate | 48.9% | 72.9%-24.0pp | 79.6%-30.6pp | 69.3%-20.4pp |
| Annual return | 6.67% | 10.73%-4.1pp | -51.70%+58.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $204 | $2,135-90.4% | $3,758-94.6% | $2,281-91.1% |
| Participant deferral / active EE | $1,770 | $3,165-44.1% | $4,311-58.9% | $3,203-44.7% |
| Admin fee / account holder | $125 | $5,076-97.5% | $7,645-98.4% | $4,296-97.1% |