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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,803 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,696 | $88,203-26.7% | $165,100-60.8% | $74,478-13.1% |
| Participation rate | 95.1% | 73.1%+22.0pp | 78.6%+16.5pp | 67.2%+27.9pp |
| Annual return | 27.95% | 17.13%+10.8pp | 70.21%-42.3pp | 1370.56%-1342.6pp |
| Employer contribution / active EE | $1,473 | $2,601-43.3% | $4,348-66.1% | $2,626-43.9% |
| Participant deferral / active EE | $5,580 | $4,505+23.9% | $6,035-7.6% | $4,350+28.3% |
| Admin fee / account holder | $26 | $2,235-98.8% | $12,696-99.8% | $1,946-98.7% |