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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $13,151 |
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 | $17,036 | $37,196-54.2% | $154,108-88.9% | $55,725-69.4% |
| Participation rate | 85.3% | 64.1%+21.2pp | 83.0%+2.3pp | 70.9%+14.5pp |
| Annual return | -3.78% | 1319.68%-1323.5pp | 735.21%-739.0pp | 244.93%-248.7pp |
| Employer contribution / active EE | $92 | $1,614-94.3% | $5,298-98.3% | $2,078-95.6% |
| Participant deferral / active EE | $1,362 | $2,068-34.2% | $5,081-73.2% | $3,356-59.4% |
| Admin fee / account holder | $36 | $102-64.3% | $13,411-99.7% | $115-68.5% |