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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 | $88,137-26.6% | $164,975-60.8% | $74,429-13.1% |
| Participation rate | 95.1% | 73.1%+22.0pp | 78.6%+16.5pp | 67.2%+27.9pp |
| Annual return | 27.95% | 17.13%+10.8pp | 70.12%-42.2pp | 1368.38%-1340.4pp |
| Employer contribution / active EE | $1,473 | $2,597-43.3% | $4,343-66.1% | $2,625-43.9% |
| Participant deferral / active EE | $5,580 | $4,501+24.0% | $6,033-7.5% | $4,348+28.3% |
| Admin fee / account holder | $26 | $2,231-98.8% | $12,688-99.8% | $1,944-98.7% |